At a Glance
- Tasks: Provide essential admin support to a Financial Adviser and manage client records.
- Company: Join a respected Wealth Management firm known for its supportive culture.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Work in a collaborative environment with a focus on employee development.
- Why this job: Be part of a dynamic team where your skills are valued and developed.
- Qualifications: Experience in IFA administration and familiarity with Intelligent Office preferred.
The predicted salary is between 30000 - 40000 £ per year.
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.
- Experience working within an IFA / Financial Planning environment
- Experience using Intelligent Office (IO) is ideal
- Strong understanding of Financial Planning processes
Working closely with one Financial Adviser, you'll provide comprehensive administrative support across a range of client and business activities, including:
- Maintaining accurate client records on Intelligent Office
- Confident using financial services systems and Microsoft Office
- 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.
Locations
Admin - Independent Financial Adviser (Ifa) in Kent, Maidstone employer: Tate Recruitment
Join a highly respected Wealth Management practice in Maidstone, where your expertise as an IFA Administrator will be valued and nurtured. With a strong commitment to employee development and a supportive work culture, you'll enjoy hybrid working arrangements that promote work-life balance while contributing to a team dedicated to exceptional client service. This role offers not only competitive remuneration but also the opportunity for professional growth within a forward-thinking firm.
