Financial Services Administrator

3 weeks ago


Chatham, Kent, United Kingdom Blakemore Recruitment Full time

A well-established Financial Planning firm is in search of a skilled IFA Administrator to enhance their client service operations.

Key Responsibilities:

  • Facilitate the onboarding process for new clients
  • Ensure accurate maintenance and updating of client information
  • Prepare comprehensive client reviews, refresh cash flow models, and generate detailed reports
  • Communicate effectively with clients and collaborate with other financial professionals
  • Provide timely delivery of service offerings

Candidate Profile:

The successful applicant should possess at least 2 years of experience in managing high net worth clientele within the UK financial sector.



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