IFA ADMINISTRATOR
other jobs Clark James Recruitment
Added before 6 Days
- England,South East,Kent
- Full Time, Permanent
- £25,000 - £35,000 per annum
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.
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.
Job number 3499394
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Company Details:
Clark James Recruitment
Company size: 50–99 employees
Industry: Recruitment Consultancy
Since 2006, Clark James Recruitment Specialists have been providing professional services to job-seekers and employers, with our longevity, we have le...