Job Details
IFA Administrator/PA
Sector:Financial Services
Region : Yorkshire & Humberside
Location: Leeds
Salary: discretionary bonus
Job Ref.: 11004
Job Information
I am working with a successful and expanding Wealth Management Practice in Leeds City centre. The role is fast-paced, but rewarding, you will gain a lot of experience and development.You will assist with meeting preparation packs, quotations, valuations, fund switches, data input and diary management amongst other duties.
The Candidate:
• ESSENTIAL - you must have recent IFA experience, preferably in a similar role.
• Experience of an office support role
• Be driven and be able to work in a fast paced environment
• Working knowledge of pensions, protection and ISAs and other related financial products
In return you will receive a salary of up to £25,000 (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.