Job Description
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 om 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.
Our client has a vacancy for an experienced IFA Administrator to join their dynamic team om 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.
Ready to Apply?
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