Job Information

They are currently seeking an IFA Administrator to join their successful team and help provide support to their paraplanners and financial advisers.

Duties to include:

•        Diary management to include booking and preparing for meetings
•        Liaising with clients
•        Management of back-office systems
•        Dealing with incoming/outgoing post
•        Withdrawals and encashments
•        Managing our CRM 
•        Dealing with death claims
•        SIPP / SSAS administration
•        Letter of authority production and submission
•        Transfer of agency requests
•        Preparation of valuations
•        Liaising with product providers

Key attributes:

•        Highly organised
•        Ability to self-manage
•        Work and communicate effectively with a team of peers
•        High level of attention to detail
•        Good written and verbal communicator – able to draft letters without the use of templates
•        Flexible outlook on moving between tasks quickly and efficiently

Prior experience in financial services is required.

Relevant professional qualifications would be desirable but not essential.

Free parking.

Matched auto-enrolment pension scheme

To apply for this vacancy, please send your CV today or contact Duncan McIlroy for a confidential discussion - 07852 351 990 / duncan.mcilroy@cameron-james.co.uk