Our client is looking for an IFA Administrator to join their busy team in Ashford, Kent. The role will require excellent planning and organisation skills, a professional, pleasant telephone manner and good administration skills to deliver a true client-centric experience, building up relationships where appropriate.
This will be an office-based position.
ROLE
* Supporting the business's financial advisers with administration/support duties relating to a range of Investments and Pensions, including SIPP providers and pension drawdown cases.
* Preparing and maintaining client files and annual review packs, including valuation statements.
* Client liaison and responding to client requests.
* Using providers' platforms to complete transactions and request policy information.
* Adherence to GDPR regulations and client confidentiality.
CANDIDATE
* Understanding of the Financial Planning process.
* Able to work within defined business processes.
* Ability to achieve agreed-upon outcomes without supervision.
* Able to prioritise and plan own workload.
* Excellent inter-personal skills, both written and verbal.
* Ability to multitask and prioritise effectively.
ESSENTIAL SKILLS
* To be a logical thinker who uses initiative
* Excellent attention to detail
* A knowledge of financial services
* Experience with Intelligent Office
PACKAGE
* Salary depending on experience & qualifications
* Company pension scheme
* 26 days holiday
* Holiday purchase scheme
* Yearly bonus
* Free parking
* Life insurance