IFA, Financial Administrator - Bromsgrove
Clark James recruitment is working exclusively with a well-respected local Financial Planning Practice. My client has built an excellent reputation with clients and employees who are attracted to their professional, friendly and supportive working environment.
Following an internal promotion they have an opportunity for an experienced financial administrator who can provide one-to-one administrative and back office support for a busy independent financial adviser specialising in financial planning offered to private clients.
Working one-to-one with a high performing IFA providing support on administration and client matters.
New business submissions
Client draw-down requests
Coordinate fund switch requests
Regular use of provider platforms and wrap services
Preparation of client correspondence
Ensure all work submitted meets compliance requirements
Prepare reports from pre-existing templates
General administrative duties
Experience gained in a similar role supporting IFA’s or Financial Planners
A clear understanding of financial planning and back office procedures
Knowledge of support associated with pensions and investments
Professional and approachable
My client is known for offering rewarding careers and excellent staff retention.
Please visit the Clark James website for further details on this and other Financial Services roles.
Your contact - Keith Enright at Clark James Recruitment, Midlands.