PARAPLANNER / IFA ADMINISTRATOR

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: Proficient in Microsoft Office and industry software.
• Qualifications: Not essential however an advantage.
• Communication: Strong communication, attention to detail, and ability to manage multiple deadlines.

Candidate

• Qualifications: Level 4 Diploma qualified (not essential however, an advantage).
• Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment.
• Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software.
• Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning.
• Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language.
• Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research.

Package

• Competitive salary based on experience.

PLEASE NOTE THAT THIS VACANCY IS A 3 MONTH CONTRACT, THIS COULD BE EXTENDED