At a Glance
- Tasks: Support financial advisors by preparing reports and managing client queries.
- Company: Reputable IFA business known for its professional environment.
- Benefits: Contract role with potential for extension and valuable industry experience.
- Other info: Flexible work environment with opportunities for growth in the finance sector.
- Why this job: Join a dynamic team and make a real difference in client financial planning.
- Qualifications: Experience in IFA administration and knowledge of financial products required.
The predicted salary is between 30000 - 40000 £ per year.
Clark James Recruitment are working with a professional and highly regarded IFA business.
Our client has a vacancy for an experienced IFA Administrator to join their dynamic team om a contract basis (initial contract 3 months).
The successful candidate will play a crucial role in supporting the Advisor team by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice.
- Role
- Client
Management: Acting as a primary point of contact for clients, resolving queries, preparing annual review packs and managing ongoing client requests.
Technical
Support: Processing new business applications, investment fund switches, and pension/investment ongoing management.
Compliance: Ensuring all client data is recorded accurately and back-office system kept up to date.
Adviser
Support: Supporting advisers with research, ongoing review documentation and assist with contacting providers for existing policy details.
Role
Experience: Previous experience within an administration role within an IFA firm and have a flexible approach during periodic high-volume activity.
Knowledge: Strong understanding of financial planning products, including investments and pensions.
System
Skills
