Job Information

IFA Administrator. Salary of £24,000-£27,000K. Sale.

An Independent Financial Advisers is seeking an IFA Administrator to provide high level support to one of the businesses Senior Advisers.

When successful you will:

• ·        Provide sales support, obtain quotations, process new business, produce valuations and process plan changes
• ·        Liaise with clients with regards to existing business enquiries
• ·        Provide diary and task management support
• ·        Maintain all necessary registers and records
• ·        Undertake any training required and ensure that personal knowledge and skills are kept up to date
• ·        Undertake any other general administration tasks as required

To be successful you will have at least 3 years’ experience supporting financial advisers with the tasks above and have a good understanding of all general pensions and investment products, and have experience using a variety of platforms.

Apply now or for more information email Richard.kunman@cameron-james.co.uk or phone/text/whatsapp on 07852419897.