This IFA Administrator job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with likeminded individuals.
You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.
In your role as an IFA Administrator, your duties will include:
* Processing of new business applications on all types of Pensions, Investments & Protection
* Liaising with product providers
* Producing illustrations, comparison quotations including the collating of literature and pre-population of applications
* Processing letters of authority
* Updating client portfolios for annual reviews and printing reports
* Completion of ad hoc administration and requests on behalf of the team
* Diary management- scheduling/rescheduling appointments
* Occasional meeting & greeting of clients/visitors to the office
Our client does not have a targeted approach, whereas their goal is to deliver quality, h...