IFA Administrator
other jobs TEMPLEGATE RECRUITMENT
Added before 12 hours
- England,South East,Kent,Maidstone
- Full Time, Part Time, Permanent
- £28,000 per annum
Job Description:
Full job descriptionIFA 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
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
Job number 4182015
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