Job Details
IFA Administrator
Sector:Financial Services
Region : Yorkshire & Humberside
Location: Sheffield
Salary:
Job Ref.: FS345SW
Job Information
Working in partnership with a very successful Financial Planners in South Sheffield. I am currently recruiting for an experienced Administrator to join a busy team in a professional environment.You will manage the office and support the Financial Adviser with all administrative tasks.
They can offer you:
• £20,000 - £25,000
• 22 Days Holidays (plus bank holidays)
• Support for industry Qualifications such as the DipPFS
• Support towards career development
• Managerial responsibility
Duties will include but will not be limited to:
• Processing Business
• Client Review Reports
• Valuations
• Quotations
• Cash Flow Modelling
• Pensions Administration
• Issuing Letters of Authority
• Preparing and Maintaining Client Files
The successful IFA Administrator MUST have provided similar support within a Financial Planning company
For further information please search `Cameron James Professional Recruitment`, visit our website and contact Simon Wong on simon.wong@cameron-james.co.uk, or call 0161 638 8627 / 07710 252699.