Job Description
Clark James Recruitment are working with a professional and highly regarded IFA business.
Due to expansion, our client has a vacancy for an experienced IFA Administrator to join the business.
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.
Candidate
* 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. Familiarity with working of Wrap platforms (Aviva, Fidelity and Aegon ARC).
* System Skills: Proficient in Microsoft Office and industry software (e.g., FE Analytics).
* Qualifications: Not essential however we will support working towards relevant qualifications.
* Soft Skills: Strong communication, attention to detail, and ability to manage multiple deadlines.
Package.
* Basic salary to £35,000 dependent on experience.
* Profit related bonus.
* Additional benefits.