IFA, Financial Administrator - Bromsgrove

Clark James
Stoke Pound
£20,000 per annum
29 Jul 2017
26 Aug 2017
Contract Type
Full Time

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.


Primary duties;

Working one-to-one with a high performing IFA providing support on administration and client matters.

New business submissions

Prepare valuations

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


Candidate requirements;

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

Team player

Well organised


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.