Job Information

An Independent Financial Advisers are seeking an IFA Administrator to join their team in Leeds to providing a professional and efficient service to all Clients.

Tasks will include;



Business processing

*Producing all relevant paperwork for the the client, on behalf of the Adviser, including, quotations, illustrations and valuations.

*Processing all new business documentation

Client Servicing

*Handling queries from clients, Advisers or colleagues

*Maintaining accurate client records



Ideally you will be working towards the level 4 diploma but more importantly you will have experience directly supporting IFA`s and have a good all round knowledge of Pensions and Investment products.



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