Job Details
Senior IFA Administrator
Sector:Financial Services
Region : West Midlands
Location: Sutton Coldfield
Salary: £25,000 - £30,000
Job Ref.: 69041
Job Information
Working in partnership with a Chartered Financial Planners in Sutton Coldfield, I am currently recruiting for a Senior IFA Administrator to join a very busy team within a fast paced, professional environment.As an IFA Administrator you will work alongside the Financial Planner and Paraplanner, offer administrative assistance and ensure an excellent service is provided to their clients.
Salary: £25,000 : £30,000
STRONG PROGRESSION OPPORTUNITIES AND A TEAM WORKING ATMOSPHERE.
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
The successful IFA Administrator must have worked within a Financial Planners doing a similar role.
For further information please search `Cameron James Professional Recruitment`, visit our website and contact Rebecca Hunt.
For further information please contact me on 0161 638 8627, email rebecca.hunt@cameron-james.co.uk