Job Details
IFA Administrator
Sector:Financial Services
Region : Yorkshire & Humberside
Location: Doncaster
Salary: £21,000 - £24,000
Job Ref.: SA02393
Job Information
Working in partnership with a reputable Financial Planners I am currently recruiting for an IFA Administrator to join their team based in Doncaster.As an IFA Administrator you will support the Financial Advisers with all Client Servicing and Business Processing administration work, ensuring high quality work is produced and an excellent service is provided to their clients.
Duties will include but will not be limited to;
• Processing Business
• Valuations
• Quotations
• ISA and Pension Transfers/Switches
• Preparing and Maintaining Client Files
The successful IFA Administrator must have either provided similar support within a Financial Planning company, or will have administration experience within a relevant Product Provider environment.
In return you will receive a generous salary which will be based on and dependent upon your experience and capabilities.
For further information please search `Cameron James Professional Recruitment`, visit our website and contact Duncan McIlroy