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IFA Administrator

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  • Posted By: Idex Recruitment
  • Address:
    • 43 Temple Row
    • Birmingham
    • B2 5LS
  • Date Posted: 27th Jul 2010
  • Salary: Competitive
  • Location: Newmarket
  • Reference Code: J2575
  • Views Since Posting: 140
  • Full Description:


My client are a prestigious financial services practice working with some of the regions wealthiest clients, we have been retained by the business in their search for an IFA Administrator.

The ideal candidate will have experience of using 1st Advisor Office - this is not essential however experience of providing administration within an IFA practice is. You will be a team player and have responsibility for administering client files, obtaining fund and investment valuation and managing the database.

This is an excellent opportunity for an IFA Administrator/Sales Support to join a practice that will invest in their long term future to becoming a Paraplanner.

Please contact Sunny Everton on 08453 701007 for an informal discussion or e-mail your CV to sunny.everton@idexrecruitment.com

Please view www.idexrecruitment.com for further Insurance opportunities.

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