Job Information

A Leeds based Financial Advisers are looking for a Senior IFA Administrator to provide full administration support to a team of 5 advisers. As part of an experienced 3 person team you will be busy and will enjoy a complete, varied support role where you can take responsibility and manage cases from start to finish.

Some of the tasks the role will include are;

• Process new business, fund transfers, switches and withdrawals
• Produce client valuations and illustrations
• Compile suitability reports from structured templates
• Prepare research, agendas and paperwork for client review meetings
• Act as a liaison point for clients and providers
• Maintain and update client information

Salary up to £27,000.

If you would like to know more, please search ‘Cameron James Professional Recruitment`, call and ask for Richard.

Or apply now.