Job Information

Working in partnership with a Chartered Financial Planners in Chorley I am currently recruiting for a Senior IFA Administrator to join a very busy team within a fast paced, professional environment.

As a Senior IFA Administrator you will support the Chartered Financial Planners 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
• Prepare Cases For Paraplanning

The successful Senior IFA Administrator must have either provided similar support within a Financial Planning company and will be working towards industry relevant qualifications.

In return you will receive a salary of up to £26,000 (Although negotiable dependent upon experience), plus support towards achieving industry relevant qualifications.


For further information please search `Cameron James Professional Recruitment`, visit our website and contact Richard Kunman.