Job Description
IFA Administrator – Sittingbourne
Salary: £30,000 – £35,000 (DOE)
About the Role
We are seeking an experienced IFA Administrator to join a well-established financial advisory practice based in Sittingbourne. This is a fantastic opportunity for someone with strong organisational skills and a proactive approach, looking to take the next step in their admin career within the financial services sector.
You will play a key role in supporting Advisers and Paraplanners by handling daily administrative duties, processing new business, managing annual review packs, and providing excellent client service.
Key Responsibilities
* Managing day-to-day administrative tasks
* Processing new business submissions efficiently and accurately
* Preparing and maintaining annual review documentation
* Handling inbound phone calls and client enquiries
* Ensuring all client records are kept up to date
* Supporting the wider team with general operational tasks
What We’re Looking For
* 2–3 years’ IFA administration experience (essential)
* Strong attention to detail and excellent organisational skills
* A friendly, professional telephone manner
* Able to work effectively as part of a team
* Willingness to travel to a semi-rural office location
Benefits
* 20 days’ holiday + bank holidays
* Holiday accrual incentive scheme
* 4% employer pension contribution
* 2x death-in-service benefit
* AA car cover – including international cover
If you’d like to be considered for the role, please apply with your CV.