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Financial Services Administrator

2 months ago

Rochester, Medway, United Kingdom KFS Recruitment Full time

{"h1": "IFA Administrator Role", "p": "We are seeking an experienced IFA Administrator to join our team at KFS Recruitment. As an IFA Administrator, you will play a crucial role in supporting our financial advisers and paraplanners in delivering exceptional client service.

Key Responsibilities:

* Prepare meeting packs for financial advisers
* Process new business, including life, pensions, and investments
* Administer group schemes
* Maintain our back-office system, Intelligent Office
* Liaise with providers and handle client inquiries
* Ensure administration and compliance are completed to a high standard

Person Specification:

* Friendly and professional telephone manner
* Experience in IFA administration, including working with various platforms
* Good attention to detail
* Inquisitive and keen to complete tasks to a high standard
* Comfortable with compliance and FCA regulations
* Team player with a passion for pursuing a career in financial services

What We Offer:

* 100% office-based role in Medway
* Competitive salary range: \u00a325,000-\u00a328,000
* Quarterly bonus, up to \u00a22000 per annum
* Parking on site
* Company pension (3%)
* 20 days holiday, rising to 25 + extra leave at Christmas
* Full support for professional qualifications (Level 4 Diploma in financial planning)

If you are a motivated and organized individual with a passion for financial services, we would love to hear from you. Please submit your application, including your CV and a cover letter, to [insert contact information].

We look forward to hearing from you"}