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.