Job Information

IFA Administrator. Salary of £23,000-£26,000K. Manchester.

An Independent Financial Advisers, who also specialise in Investment Management, are seeking an IFA Administrator with experience of all general pensions and investments products to provide a high level of support their Advisers and a professional service to their clients. 

When successful you will be:

•                 Preparing new client and ongoing review meeting packs

•                 Sending, chasing, and processing the receipt of all regulatory paperwork including LOA’s

•                 Obtaining accurate valuations and creating client accounts

•                 Obtaining quotations

•                 Producing illustrations

•                 Processing new business applications on in-house investment models and via various provider websites

•                 Processing Pensions and Investment Account transfers and switches

•                 Producing fund comparisons using FE Analytics

 

Get in touch! 

If you have done most of the above then you are likely to be able to add value to the business and I want to hear from you.

So if you'd rather discuss the role before applying then contact Richard via email  Richard.kunman@cameron-james.co.uk or via phone/text/whatsapp on 07852419897.