Job Information

Working in partnership with an independent Financial Advisory Practice, I am currently recruiting for an experienced IFA Administrator to join a smaller support team within their Ilkley-based offices.

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.

In terms of progression, the successful candidate has the potential to lead this team in the future.

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 £28,000 (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 Simon Wong.