Job Information

A Solihull based Independent Financial Advisers are currently looking for an IFA Assistant to join their support team.

• Salary £26,000 to £30,000
• Free on-site parking

As an IFA Assistant you will support the Director with all PA, Client Servicing and Business Processing tasks including;

• Diary Management
• Processing new and ongoing business
• Valuations
• Quotations
• Investments and pension transfers, switches and withdrawals
• Issuing Letters of Authority
• Updating policy information
• Liaising with Financial Advisers, clients and providers
• Preparing and maintaining client files
• All general administration work

And with experience/knowledge/capability;

• Fund and product research
• Suitability report writing

The successful IFA Assistant must have either provided similar support role within a financial advisers.

For further information please search `Cameron James Professional Recruitment`, visit our website and contact Richard Kunman.