At a Glance
- Tasks: Support financial advisors by preparing reports and conducting research for tailored client advice.
- Company: Professional IFA business with a focus on client satisfaction.
- Benefits: Gain valuable experience in finance, with potential for future opportunities.
- Other info: 3-month contract with potential for extension based on performance.
- Why this job: Join a dynamic team and enhance your skills in the financial sector.
- Qualifications: Experience in administration and knowledge of FCA regulations preferred.
The predicted salary is between 35000 - 40000 £ per year.
Clark James Recruitment are working with a professional IFA business to hire an experienced IFA Administrator on a 3-month contract.
The role supports the Advisor team by preparing financial reports, conducting research and ensuring tailored client advice is delivered.
Key duties include client management, processing new business applications, compliance with FCA regulations, and providing adviser support with research and documentation.
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We think you need these skills to ace IFA Paraplanner & Admin Specialist (3-Month Contract)
Client Management
Financial Reporting
Research Skills
FCA Compliance
Documentation Skills
Adviser Support
New Business Processing
