IFA ADMINISTRATOR

Clark James Recruitment are working with a highly professional firm of Independent Financial Advisers.

Due to further business expansion, our client are looking to appoint an experienced Financial Services Administrator to join the business.

Responsibilities

• The role will involve preparation and maintenance of client files, research and preparation of recommendations as well as ongoing reviews, in line with company policy.
• Interaction with clients.
• Undertake product and investment research.
• Liaise with product providers and third parties to acquire information.
• Use analytical software to review client's existing plans.
• Obtain illustrations.
• Update model portfolios on investment platforms.
• Prepare clear, technically accurate and compliant suitability reports.
• Prepare client reviews.
• Prepare and maintain detailed compliant client files and records within agreed CRM system.
• Record any client communication (written, oral or electronic).
• Full time, office based role.

Candidate

• Previous experience working within Financial Services is essential, applicants that do not hold previous Financial Services experience will not be considered due to the nature of the work.
• Experience within pensions and investments beneficial however, not essential.
• Good working knowledge of Microsoft Office: Outlook, Word, Excel.
• The ability to source, analyse and summarise information.
• Be meticulous and analytical, with a high attention to detail.

Package

• Basic salary to £35,000 dependent on skills and experience.
• Annual leave entitlement.
• Pension.
• Option to work from home up to two days a week.