Job Information

Working in partnership with an Independent Financial Planners in Watford, I am currently recruiting for a Senior IFA Administrator to join a busy hardworking team.

As an IFA Administrator you will work alongside the Financial Planner and Paraplanner, offering administrative assistance and ensure an excellent service is provided to their clients.

In return you will receive a salary of up to £30,000 (Although negotiable dependent upon experience), plus support towards achieving industry relevant qualifications.

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
• Dealing with Client queries daily
• All other duties as required

A successful candidate will have;

• Intelligent Office experience is desirable
• Knowledge of provider platforms
• Organised and Self-motivated
• High attention to detail

The successful candidate must have provided similar support within a Financial Planning company.

For further information please search `Cameron James Professional Recruitment`, visit our website and contact Rebecca Hunt For further information please contact me on, email