Job Information

Our client, a well-established network of IFAs with offices across the country, is seeking an experienced financial services administrator to work in their Leeds office.


Requirements:

• At least a year of experience at an IFA practice
• Excellent communication skills and attention to detail
• Working knowledge of pensions, life and investments market
• Experience of Prestwood software desirable but not essential


Duties and responsibilities will include:

• Supporting IFAs in an administration role including sales support.
• Maintaining accurate client records
• Creating and producing letters, reports and invoices
• Regular portfolio reporting to clients where required


Competitive salary and benefits will be provided including company bonus scheme. This is a great opportunity for an experienced IFA administrator as there is definite scope for progression and full study support is available.

Should your application be successful, a consultant from Cameron James will be in touch within 2 weeks.