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 opportunities for professional development.
- Other info: Thriving environment with excellent career progression opportunities.
- Why this job: Be part of a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in IFA administration 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
- 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 will 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
IFA Administrator in Kent employer: Tate
Join a dynamic and supportive Wealth Management firm in Maidstone, where your role as an IFA Administrator will be valued and nurtured. With a strong emphasis on employee development and a collaborative work culture, you will benefit from hybrid working arrangements and a competitive salary, all while contributing to a respected practice known for its exceptional client service. This is an ideal environment for those seeking meaningful growth opportunities in the financial planning sector.
