Job Information

A Chartered IFA in Chelmsford is seeking an IFA Administrator to provide full pre and post sale support the Paraplanners and Financial Planners.
The business prides itself on the development of staff and will fully support the successful candidate in achieving the Level 4 Diploma and beyond.



Initially tasks will include;
• Submitting Letters of Authority
• Issuing and updating client risk profiles
• Issuing and updating client factfinds
• New business submissions
• Valuations
• ISA and Pension contributions
• Preparing client files
• Issuing reports



Please APPLY or contact me for further information.



Richard Kunman
Senior Recruitment Consultant (Financial Services)
0113 242 9411
Cameron James Professional Recruitment
14 King Street | Leeds | LS1 2HL