https://jobs.co.uk/job/paraplannerifa-administrator-clark-james-recruitment--41ee5413-e18e-4712-bd00-1ae9ad0ce302 RSS feed for PARAPLANNER/IFA ADMINISTRATOR at Clark James Recruitment. en-gb Thu, 09 Jul 2026 22:21:16 GMT https://jobs.co.uk/job/paraplannerifa-administrator-clark-james-recruitment--41ee5413-e18e-4712-bd00-1ae9ad0ce302 https://jobs.co.uk/job/paraplannerifa-administrator-clark-james-recruitment--41ee5413-e18e-4712-bd00-1ae9ad0ce302 Thu, 09 Jul 2026 11:51:45 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. Role Client 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. Role Experience: 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 investme... Contract