IFA Administrator - Ashford, Kent
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 businesses 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 outcomes without supervision.
- Able to prioritise and plan own workload.
- Excellent inter-personal skills, both written and verbal.
- Ability to multi-task and prioritise effectively.
ESSENTIAL SKILLS
- To be a logical thinker that 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
Please forward your CV to jess@artemisrecruitment.co.uk if you are interested in this position.
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