Job Information

A national leader within both Corporate and Personal Financial Services are looking to grow their Weybridge support offering. An opportunity has arisen for a permanent IFA administrator to support their advisors in processing new and existing business.

Essential skills/experience:

• IFA based background (not from a bank/provider)
• 3 years' experience supporting in an IFA across new business administration and processing
• Knowledge of FCA regulations in order to ensure file inputting is compliant
• Experienced in putting client portfolios and files together
• Preferably fluent in using Intelligent Office, must be fluent using Wraps/Platforms
• Committed to progressing through the DipFA examinations


As such, the salary on offer with this position is competitive at £18,000-£25,000 and full study support is available to support professional development.

Furthermore, opportunities for progression are abundant within this firm, due to the high levels of growth they are currently experiencing. This is therefore the perfect opportunity for somebody committed to a career within Financial Services.

Due to the high levels of applications we receive, it is urged that only candidates who fit the above criteria apply.

If you are interested please apply within and a consultant from Cameron James will be in touch within 1 week if you have been succesful.