IFA Administrator
Maidstone | Hybrid Working (3 Days Office-Based: Monday, Wednesday & Thursday)
9:00am – 5:00pm | Monday to Friday
£30,000 - £32,000 + Benefits
Join a Growing Wealth Management Firm
Are you an experienced IFA Administrator looking for your next challenge with a forward-thinking and supportive Financial Planning firm?
Our client is a highly respected Wealth Management practice with an excellent reputation for both client service and employee development. Due to continued growth, they are seeking a proactive, organised and detail-focused IFA Administrator to become a key part of their team.
This is an excellent opportunity for someone who thrives in a busy environment, enjoys working collaboratively with Advisers, and takes pride in delivering exceptional administrative support.
Essential Requirements
* Experience working within an IFA / Financial Planning environment
* Experience using Intelligent Office (IO) is ideal
* Strong understanding of Financial Planning processes
* Excellent organisational and time management skills
* High attention to detail and accuracy
* Strong communication skills, both written and verbal
Working closely with one Financial Adviser, you'll provide comprehensive administrative support across a range of client and business activities, including:
* Processing new and existing business
* Preparing client review documentation
* Producing compliance and provider paperwork
* Managing fund switches and plan withdrawals
* Obtaining valuations and provider information
* Responding to client enquiries professionally and efficiently
* Maintaining accurate client records on Intelligent Office
* Supporting advisers throughout the client journey
* Ensuring all work is completed in line with FCA and company procedures
The ideal candidate will be
* Highly organised and methodical
* Able to prioritise a busy workload effectively
* Comfortable working independently and as part of a team
* Confident using financial services systems and Microsoft Office
* Professional, articulate and client-focused
* Committed to delivering high-quality work
If you're an experienced IFA Administrator with Intelligent Office expertise and you're looking for a role where your skills will be valued and developed, we'd love to hear from you.
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