Administrator

Posted 17 May by Cameron James
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Working in partnership with an award-winning and Financial Planners in Harrogate. I am currently recruiting for an IFA Administrator to join a busy team in a professional environment.

As a IFA Administrator you will support the Financial Advisers with all Client Servicing and Business Processing administration work, ensuring high quality work is produced and an excellent service is provided to their clients.

They can offer you:

  • £20,000 - £25,000
  • 22 Days Holidays (plus bank holidays)
  • Full support towards industry qualifications such as the DipPFS
  • Family-run Practice who value employee development

Duties will include but will not be limited to:

  • Processing Business
  • Client Review Reports
  • Valuations
  • Quotations
  • Cash Flow Modelling
  • Pensions Administration
  • Issuing Letters of Authority
  • Preparing and Maintaining Client Files

The successful candidate will have ideally provided similar support within a Financial Planning company

For further information please search 'Cameron James Professional Recruitment', visit our website and contact Simon Wong on , or call / .

Reference: 38001125

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