Ifa Administrator

1 month ago

Maidstone, United Kingdom Ortus PSR Full time

Join an expanding IFA as an Administrator in Maidstone. Act as the point of contact for client queries and provide first-class service to both internal and external parties. Previous financial planning experience required with good knowledge of IO and Platformexperience.

**Salary £23,000 - £28,000**

Competitive salary and benefits offered including 25 days holiday, life assurance, pension and corporate eyecare."

Specific Responsibilities:
**The key duties of the role are**:
Taking phone calls, inquiries and requests, and handling them where appropriate

Client correspondence, written and verbal

Processing New Business

Preparation of client review packs

Arranging client meetings and managing the Adviser’s diary

Illustration requests

Back-office support

Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures

**Role Requirements**:
Previous experience working in a Financial Planning firm is essential.

An understanding of Model Portfolios/DFMs preferable

Excellent planning, organisational and multi-tasking abilities are essential

Excellent communication skills at all levels

  • Ifa Administrator

    3 days ago

    Maidstone, United Kingdom AFH Financial Group Full time

    **IFA Administrator - Maidstone** A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We have an exciting opportunity to join our existing Administration team. Whilst experience can be a bonus, we are also looking for those of you who have a hunger for learning and wish to grow with us as a...

  • Trainee Ifa Administrator

    1 month ago

    Maidstone, United Kingdom Ortus PSR Full time

    Join a friendly Administration team as an IFA Senior Administrator at one of the UK’s leading independent financial advisory and wealth management firms. The firm have all the processes in place for you to do your job to the best of your ability and arean advocate of implementing IT systems to speed up the processes. You will have access to the People...

  • Client Support Administrator

    4 days ago

    Maidstone, United Kingdom Schroders Full time

    Exciting Opportunity: IFA Administrator at Benchmark Capital in Maidstone Join our dynamic team at Benchmark Capital, an award-winning firm of Chartered Financial Planners. We are currently seeking a dedicated Administrator to support our Financial Planners, and contribute to our mission of providing superior financial advice and solutions. About Us ...

  • Financial Planning Assistant

    1 month ago

    Maidstone, United Kingdom Financial Divisions Full time

    **Financial Planning Assistant / Junior Paraplanner - IFA Firm with HNW clients - £30k - £35k** My client is a boutique wealth planning practice based in Maidstone who have been operating for 10+ years. They have an excellent reputation providing very solid financial advice to private clients who are City professionals, families, business owners...

  • Client Support Administrator

    3 days ago

    Maidstone, Kent, United Kingdom Schroders Recruitment Full time

    Exciting Opportunity: IFA Administrator at Benchmark Capital in Maidstone Join our dynamic team at Benchmark Capital, an award-winning firm of Chartered Financial Planners. We are currently seeking a dedicated Administrator to support our Financial Planners, and contribute to our mission of providing superior financial advice and solutions. About Us ...