FS / IFA Administrator - Part Time - Alcester

Clark James
18000.00 GBP Annual
29 Sep 2017
25 Oct 2017
Job Type
Contract Type

Part-time Financial Services Administrator - 3 days per week. Reduced working hours.


A specialist Financial Advisory practice has an excellent opportunity for a Part-time Financial Services Administrator to join an existing support team near to Alcester, Warwickshire.


This newly created position will handle administration for Financial Advisers specialising in client advice linked to pension transfers away from Define Benefit DB schemes.


Duties include;

Business processing

Dealing with client enquiries

File checking - ensuring all documents are present on file

Ensuring electronic files are accurate and duplications are avoided

Preparation of annual reviews, making amendments and fund switches as applicable

General administrative duties linked with office


Skills and experience required;

The ideal candidate will have supported financial advisers or be from a pension administration background.

This may include a private client or corporate consultancy (IFA or EB practice) or in-house/ 3rd party pension administration.

Skills required;


Team player


Good initiative

High levels of accuracy


This is a part-time requirement to include the equivalent of three days per week.


Please visit the Clark James website for further details on this and other Financial Services roles.


Posted by Keith Enright at Clark James Recruitment.