IFA Administrator
other jobs Blakemore Recruitment
Added before 4 Days
- England,South East,Kent,Maidstone
- Full Time, Permanent
- £40,000 per annum
Job Description:
Experienced Financial Planning Administrator
Location: Maidstone, Kent
Salary: £40,000
Job Type: Full-time, Permanent
Recruiter Opportunity
We are currently working with a well-established and highly regarded Independent Financial Planning firm in Maidstone who are looking to recruit an experienced Financial Planning Administrator to join their growing team.
This is an excellent opportunity for a professional and detail-oriented administrator with strong IFA experience who is looking to join a busy, client-focused environment offering stability and long-term career prospects.
The RoleYou will provide comprehensive administrative support to Financial Advisers, ensuring the efficient processing of new and existing business while delivering a high standard of client service.
Key Responsibilities*Online processing of new business applications for retail clients across Pensions, Investments and Protection in a timely and compliant manner
*Liaising with a wide range of product providers and platforms
*Ongoing servicing and maintenance of existing client portfolios
*Producing illustrations and comparison quotations, including collating supporting literature and pre-populating applications
*Processing Letters of Authority
*Updating client portfolios for annual reviews and preparing review packs and reports
*Managing adviser diaries, including scheduling and rescheduling appointments
*Handling ad hoc administrative tasks to support the wider team
*Occasionally meeting and greeting clients and visitors to the office
About You*Recent experience working as an IFA / Financial Planning Administrator is essential
*Professional, articulate and well-presented
*Strong organisational skills with the ability to manage a busy workload
*Excellent attention to detail with strong numeracy and accuracy skills
*Confident communicator with good written and verbal communication
*Ability to work both independently and as part of a team
*Competent in IT systems, including Microsoft Office and Excel
What’s on Offer*Salary of £40,000
*Opportunity to join a supportive and professional financial planning firm
*Stable, long-term career opportunity within a growing business
*Positive team environment and modern office setting
Location: Maidstone, Kent
Salary: £40,000
Job Type: Full-time, Permanent
Recruiter Opportunity
We are currently working with a well-established and highly regarded Independent Financial Planning firm in Maidstone who are looking to recruit an experienced Financial Planning Administrator to join their growing team.
This is an excellent opportunity for a professional and detail-oriented administrator with strong IFA experience who is looking to join a busy, client-focused environment offering stability and long-term career prospects.
The RoleYou will provide comprehensive administrative support to Financial Advisers, ensuring the efficient processing of new and existing business while delivering a high standard of client service.
Key Responsibilities*Online processing of new business applications for retail clients across Pensions, Investments and Protection in a timely and compliant manner
*Liaising with a wide range of product providers and platforms
*Ongoing servicing and maintenance of existing client portfolios
*Producing illustrations and comparison quotations, including collating supporting literature and pre-populating applications
*Processing Letters of Authority
*Updating client portfolios for annual reviews and preparing review packs and reports
*Managing adviser diaries, including scheduling and rescheduling appointments
*Handling ad hoc administrative tasks to support the wider team
*Occasionally meeting and greeting clients and visitors to the office
About You*Recent experience working as an IFA / Financial Planning Administrator is essential
*Professional, articulate and well-presented
*Strong organisational skills with the ability to manage a busy workload
*Excellent attention to detail with strong numeracy and accuracy skills
*Confident communicator with good written and verbal communication
*Ability to work both independently and as part of a team
*Competent in IT systems, including Microsoft Office and Excel
What’s on Offer*Salary of £40,000
*Opportunity to join a supportive and professional financial planning firm
*Stable, long-term career opportunity within a growing business
*Positive team environment and modern office setting
Job number 3447084
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
Company Details:
Blakemore Recruitment
Company size: 5–9 employees
Industry: Financial Services
The founding Partners of Blakemore Recruitment have an extensive background specifically within Financial Services Recruitment and have worked both in...