Job Information

Well established IFA firm looking for a Senior IFA Administrator to join their well-established team, GREAT progression opportunities, study support provided, 23 days holiday plus bank holidays, free parking, 6% company pension contribution, Salary: £24,000 - £33,000

Duties will include but will not be limited to;

• Managing diaries and booking appointments for the sales director
• Preparation of new business packs
• Carrying out research
• Creating protection and structure product reports
• Liaison with administrators in respect of new business applications, pipeline management and new business tracking
• Progressing business applications through to completion (except protection cases)
• Record keeping and audit trail management
• Filing and retrieving information and documents
• Carrying out servicing requests for clients
• Liaising and working with internal and external third parties including clients, Paraplanners, Advisers and product providers
• File creation and maintenance
• Gathering information to prepare quotes for clients
• Ensuring all information passed to the Financial Advisers meets the FCA guidelines

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 or email Rebecca.hunt@cameron-james.co.uk