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IFA ADMINISTRATOR

Job Posted: 7 days ago

Salary: £ 25,000 - 35,000 / Annum
Job Type: Permanent
Location: Sittingbourne, Kent

Expire in: 21 days

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

Before You Apply

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