IFA Administrator - Financial Planning - Worcester

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

A firm of Independent Financial Advisers with an excellent reputation has an opportunity for an experienced Financial Planning Administrator at their offices in Worcester.


This role will support Financial Planners providing financial and wealth planning across investment, estate and retirement planning.


The main duties of this role include;

Providing support and administration

Supporting new and existing that includes investments and pensions

Quotes & valuations

Preparing documentation for client meetings

Submitting business

Responding to client enquiries

Liaising with providers and third parties

Updating systems


Candidate requirements;

The ideal candidate will offer skills supporting IFA’s or Financial Planners

They will be able to work towards deadlines and prioritise workloads

Be professional, organised and offer good communications skills both written & verbal

Industry qualifications are desirable but not essential


This is an excellent opportunity to join a well-regarded regional practice offering a warm and friendly culture where support is available for further development and progression.


Please visit the Clark James website for further details on this and other available opportunities.


Posted by Keith Enright at Clark James Recruitment.