https://jobs.co.uk/job/paraplannerifa-administrator-clark-james-recruitment--3f867beb-195a-4662-8f35-a0b72c8de263 RSS feed for PARAPLANNER/IFA ADMINISTRATOR at Clark James Recruitment. en-gb Tue, 21 Jul 2026 22:30:23 GMT https://jobs.co.uk/job/paraplannerifa-administrator-clark-james-recruitment--3f867beb-195a-4662-8f35-a0b72c8de263 https://jobs.co.uk/job/paraplannerifa-administrator-clark-james-recruitment--3f867beb-195a-4662-8f35-a0b72c8de263 Tue, 21 Jul 2026 11:52:00 GMT Location: Chatham | Salary: 30000.00-30000.00 Annual | Type: Contract | Clark James Recruitment are working with a professional and highly regarded IFA business.Our client has a vacancy for an experienced IFA Administrator to join their dynamic team om a contract basis (initial contract 3 months).The successful candidate will play a crucial role in supporting the Advisor team by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice.RoleClient Management: Acting as a primary point of contact for clients, resolving queries, preparing annual review packs and managing ongoing client requests.Technical Support: Processing new business applications, investment fund switches, and pension/investment ongoing management.Compliance: Ensuring all client data is recorded accurately and back-office system kept up to date.Adviser Support: Supporting advisers with research, ongoing review documentation and assist with contacting providers for existing policy details.RoleExperience: Previous experience within an administration role within an IFA firm and have a flexible approach during periodic high-volume activity.Knowledge: Strong understanding of financial planning products, including investments and pensi... Contract