Job Details
Part Time IFA Administrator
Sector:Financial Services
Region : North West England
Location: Altrincham
Salary: Pro Rata
Job Ref.: 34450914
Job Information
Working in partnership with a Chartered Financial Planners in Altrincham I am currently recruiting for a Part Time IFA Administrator to join a very busy team within a fast paced, professional environment.As an IFA Administrator you will support the Financial Advisers with all Client Servicing and Business Processing administration work, ensuring high quality work is produced and an excellent service is provided to their clients.
Duties will include but will not be limited to;
• Processing Business
• Valuations
• Quotations
• ISA and Pension Transfers/Switches
• Issuing Letters of Authority
• Preparing and Maintaining Client Files
The successful IFA Administrator must have either provided similar support within a Financial Planning company, or will have administration experience within a relevant Product Provider environment.
In return you will receive a salary of up to £23,000 Pro Rata (Although negotiable dependent upon experience), plus support towards achieving industry relevant qualifications.
For further information please contact me on 0113 242 911, email richard.kunman@cameron-james.co.uk, or APPLY online at http://www.cameron-james.co.uk/