At a Glance
- Tasks: Support financial advisors by preparing reports and managing client queries.
- Company: Reputable IFA business known for its professional environment.
- Benefits: Competitive salary and potential for contract extension.
- Other info: Dynamic team with opportunities for growth in a fast-paced environment.
- Why this job: Gain valuable experience in financial services while making a real impact.
- Qualifications: Experience in IFA administration and strong communication skills.
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 on 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.
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: Proficient in Microsoft Office and industry software.
Qualifications: Not essential however an advantage.
Communication: Strong communication, attention to detail, and ability to manage multiple deadlines.
Candidate
- Qualifications: Level 4 Diploma qualified (not essential however, an advantage).
- Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment.
- Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software.
- Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning.
- Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language.
- Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research.
Package: Competitive salary based on experience.
PLEASE NOTE THAT THIS VACANCY IS A 3 MONTH CONTRACT, THIS COULD BE EXTENDED.
