IFA Administrator

Location: Maidstone, Kent

Salary: £28,000 – £33,000 per annum

Benefits

• Competitive salary of £28,000 – £33,000
• Supportive and professional working environment
• Opportunities for professional development and progression
• Ongoing training and support

About the Company

Our client is an established and growing financial planning firm based in Maidstone. They provide a high-quality, personal service to their clients and are looking for an experienced IFA Administrator to join their team and provide essential administrative support to the advisers and wider business.

Key Responsibilities

• Providing comprehensive administrative support to Financial Advisers and the wider team
• Preparing client documentation, letters and reports
• Processing new business and assisting with the end-to-end administration of client cases
• Liaising with providers, platforms and third parties to obtain information and progress applications
• Maintaining accurate client records and ensuring the CRM is kept up to date
• Preparing meeting packs and supporting advisers with client reviews
• Processing policy and investment transactions
• Monitoring outstanding requirements and ensuring cases progress within agreed timescales
• Dealing with client and provider queries professionally and efficiently
• Ensuring all administration is completed accurately and in line with company procedures and compliance requirements

What We’re Looking For

• Previous experience within an IFA or financial planning environment
• Strong understanding of financial services administration
• Excellent attention to detail and accuracy
• Highly organised, with the ability to manage multiple tasks and deadlines
• Strong written and verbal communication skills
• A professional and client-focused approach
• Good IT and systems skills, with experience using financial planning or CRM systems desirable

Desirable Skills

• Experience using Intelligent Office, Xplan or similar systems
• Knowledge of pensions, investments and protection
• CII qualifications or a willingness to work towards them
• Previous experience supporting Financial Advisers