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 their dynamic team.
The successful candidate will play a crucial role in supporting Financial Advisors by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice.
Role
* Client Research: Conduct thorough research and analysis on financial products, market trends, and client portfolios to support IFAs in making informed recommendations.
* Report Preparation: Produce detailed and compliant suitability reports based on the IFA's recommendations, outlining tailored financial solutions for clients.
* Client Liaison: Assist in gathering client information, communicating with clients on behalf of the IFA, and managing ongoing relationships where necessary.
* Financial Planning: Help construct cash flow m...
Due to expansion, our client has a vacancy for an experienced IFA Administrator to join their dynamic team.
The successful candidate will play a crucial role in supporting Financial Advisors by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice.
Role
* Client Research: Conduct thorough research and analysis on financial products, market trends, and client portfolios to support IFAs in making informed recommendations.
* Report Preparation: Produce detailed and compliant suitability reports based on the IFA's recommendations, outlining tailored financial solutions for clients.
* Client Liaison: Assist in gathering client information, communicating with clients on behalf of the IFA, and managing ongoing relationships where necessary.
* Financial Planning: Help construct cash flow m...