PARAPLANNER/IFA ADMINISTRATOR
2 days ago
Chatham
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. Role • 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., • System Skills: