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