IFA ADMINISTRATOR
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.
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