Job Details
IFA Administrator
Sector:Financial Services
Region : West Midlands
Location: Birmingham City Centre
Salary: £20,000 - £30,000
Job Ref.: 69055
Job Information
Wealth Management firm in Birmingham City Centre looking for an IFA Administrator to join their team, Salary up to £30,000, some experience in the industry required but will train you up in areas needed!Duties will include but will not be limited to;
• Fact Finds
• Processing new business
• Preparing meeting documentation
• Assisting with incoming and outgoing post
• Creating illustrations
• Preparing and maintaining client files
• Assisting with all administrative duties as required
The company will offer study support and clear progression opportunities for the right candidate.
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