Job Description Experienced Financial Planning Administrator Job Type: Full-time, Permanent 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. You 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. Online processing of new business applications for retail clients across Pensions, Investments and Protection in a timely and compliant manner Updating client portfolios for annual reviews and preparing review packs and reports Handling ad hoc administrative tasks to support the wider team Occasionally meeting and greeting clients and visitors to the office Recent experience working as an IFA / Financial Planning Administrator is essential Competent in IT systems, including Microsoft Office and Excel 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
Locations
Administrator - Independent Financial Adviser (Ifa) in Kent, Maidstone employer: Blakemore Recruitment
Join a prestigious UK private banking organisation in the heart of London, where you will be part of a dynamic team dedicated to delivering exceptional wealth management services. With a strong focus on employee development, you will have access to excellent career progression opportunities and the chance to work closely with experienced professionals in the field. Our collaborative work culture fosters innovation and supports your growth as you engage with Ultra High Net Worth clients, making this an ideal environment for ambitious Paraplanners seeking meaningful and rewarding careers.
