At a Glance
- Tasks: Provide top-notch admin support to Financial Advisers and manage client activities.
- Company: Join a respected Wealth Management firm with a focus on employee growth.
- Benefits: Competitive salary, hybrid working, and a supportive team environment.
- Other info: Opportunities for professional development and a commitment to equal opportunities.
- Why this job: Be part of a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in IFA/Financial Planning and strong organisational skills required.
The predicted salary is between 30000 - 32000 £ per year.
Join a Growing Wealth Management Firm
Are you an experienced IFA Administrator looking for your next challenge with a forward-thinking and supportive Financial Planning firm? Our client is a highly respected Wealth Management practice with an excellent reputation for both client service and employee development. Due to continued growth, they are seeking a proactive, organised and detail-focused IFA Administrator to become a key part of their team. This is an excellent opportunity for someone who thrives in a busy environment, enjoys working collaboratively with Advisers, and takes pride in delivering exceptional administrative support.
Essential Requirements
- Experience working within an IFA / Financial Planning environment
- Experience using Intelligent Office (IO) is ideal
- Strong understanding of Financial Planning processes
- Excellent organisational and time management skills
- High attention to detail and accuracy
- Strong communication skills, both written and verbal
Working closely with one Financial Adviser, you'll provide comprehensive administrative support across a range of client and business activities, including:
- Processing new and existing business
- Preparing client review documentation
- Producing compliance and provider paperwork
- Managing fund switches and plan withdrawals
- Obtaining valuations and provider information
- Responding to client enquiries professionally and efficiently
- Maintaining accurate client records on Intelligent Office
- Supporting advisers throughout the client journey
- Ensuring all work is completed in line with FCA and company procedures
The ideal candidate will be:
- Highly organised and methodical
- Able to prioritise a busy workload effectively
- Comfortable working independently and as part of a team
- Confident using financial services systems and Microsoft Office
- Professional, articulate and client-focused
- Committed to delivering high-quality work
If you're an experienced IFA Administrator with Intelligent Office expertise and you're looking for a role where your skills will be valued and developed, we'd love to hear from you. Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
IFA Adminisrator in Maidstone employer: Tate Cambridge
Join a dynamic and supportive Wealth Management firm in Maidstone, where your expertise as an IFA Administrator will be truly valued. With a strong commitment to employee development and a collaborative work culture, you'll enjoy hybrid working arrangements and a competitive salary alongside excellent benefits. This is an ideal environment for those seeking meaningful growth opportunities while contributing to a respected practice known for its exceptional client service.
