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 Role
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.
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
Locations
IFA Administrator 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.
