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Cameron James
,
Knowle, West Midlands
IFA Assistant
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Job Type: Full-time |
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Salary: £26,000 per annum |
Overview
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.