At a Glance
- Tasks: Provide top-notch admin support to advisers and manage client documentation.
- Company: Join a dynamic wealth management firm in Maidstone with a collaborative culture.
- Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Thriving environment that values attention to detail and high-quality work.
- Why this job: Make a real difference in financial planning while honing your organisational skills.
- Qualifications: Experience in financial planning and familiarity with Intelligent Office is essential.
The predicted salary is between 30000 - 40000 £ per year.
Tate Cambridge in Maidstone is seeking an IFA Administrator to join their team. The ideal candidate should have solid experience in a financial planning environment and be well-versed in Intelligent Office. This hybrid role involves providing comprehensive administrative support to advisers, managing client documentation, and ensuring compliance with FCA regulations.
The firm values collaboration, attention to detail, and high-quality work. Excellent organisational skills and the ability to work independently are key to success in this position.
Hybrid IFA Administrator — Wealth Management Support in Maidstone employer: Tate Cambridge
Tate Cambridge offers a dynamic and supportive work environment in Maidstone, where collaboration and attention to detail are at the forefront of our culture. As an IFA Administrator, you will benefit from ongoing professional development opportunities, a commitment to high-quality work, and the flexibility of a hybrid role that promotes a healthy work-life balance. Join us to be part of a team that values your contributions and fosters your growth in the wealth management sector.
