Technical IFA Administrator

Cameron James
11 Feb 2018
21 Feb 2018
Contract Type
Full Time

Working in partnership with a reputable Financial Planners in Bradford I am currently recruiting for a Technical IFA Administrator to join a smaller team within a fast paced, professional environment.

As an IFA Administrator you will support the Financial Planners with all Client Servicing and Business Processing, Fund/Product Research and Suitability Report writing - Ensuring high quality work is produced and an excellent service is provided to their clients.

Duties will include but will not be limited to;

  • Processing Business
  • Valuations
  • Quotations
  • ISA and Pension Transfers/Switches
  • Issuing Letters of Authority
  • Preparing and Maintaining Client Files
  • Fund/Product Research
  • Suitability Report Writing

The successful Technical IFA Administrator must have either provided similar support within a Financial Planning company, or will have administration experience within a relevant Product Provider environment.

In return you will receive a salary of up to £29,000 (Although negotiable dependent upon experience), plus support towards achieving industry relevant qualifications.

For further information please search 'Cameron James Professional Recruitment', visit our website and contact Richard Kunman.

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