Benefits:

• Company closure over Christmas
• Quarterly team days and away days
• On-site parking
• Flexible working hours
• Potential for 1 day per week working from home

Job Title: IFA Administrator

Location: Canterbury

Key Responsibilities:

• Providing comprehensive administrative support to Financial Advisers
• Preparing financial illustrations and pension illustrations
• Assisting with cash flow planning and related administration
• Supporting pension transfer work
• Conducting research to support advisers and client recommendations
• Liaising with clients, providers and third parties where required
• Supporting advisers with the preparation and processing of client work
• Managing and progressing cases through to completion
• Working collaboratively with the wider administration team to provide an efficient service to advisers and clients

What We’re Looking For:

• Around 2 years’ experience within a financial services administration role
• Good understanding of financial planning administration
• Experience with pension administration and illustrations
• Confident communication skills, both written and verbal
• A proactive and adaptable approach to work
• Comfortable working in a fast-paced and growing business
• Strong team player with a positive and ambitious attitude

Desirable Skills:

• Experience using Intelligent Office (IO)
• Knowledge of cash flow planning
• Experience with pension transfer administration

How to Apply:

Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We’ll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion