At a Glance
- Tasks: Support advisers with financial reporting, research, and tailored client advice.
- Company: Clark James Recruitment, a leader in financial services recruitment.
- Benefits: Contract role with potential for extension and valuable experience.
- Other info: Opportunity to work in a fast-paced environment with a focus on compliance.
- Why this job: Join a dynamic team and enhance your skills in financial services.
- Qualifications: Experience in IFA administration and strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
Clark James Recruitment are recruiting an experienced IFA Administrator on a contract basis (initial 3 months) to support the Adviser team with high-quality financial reporting, research, and tailored client advice.
The role covers client management, technical support for new business and switches, and ensuring FCA compliance across records and processes.
Strong communication and attention to detail are essential.
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We think you need these skills to ace Contract IFA Paraplanner - Client & Adviser Support
Financial Reporting
Research Skills
Client Management
Technical Support
FCA Compliance
Communication Skills
Attention to Detail
