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Cameron James
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Hazel Grove, Greater Manchester
IFA Administrator
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Job Type: Full-time |
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Salary: £22,000 per annum |
Overview
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.