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.