Job Information

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

• Salary £22,000 to £25,000
• Industry leading training and development



As an IFA Administrator will support the Independent Financial Advisers with all 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



The successful IFA Administrator must have provided similar support to Financial Advisers previously.



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