Financial Services Coordinator

1 week ago


Brompton Medway, United Kingdom Premier Jobs UK Full time
IFA Administrator Role

This is an exciting opportunity to work with a growing IFA firm in Chatham, Kent. As an IFA Administrator, you will be supporting the Director and their Financial Advisors, ensuring the smooth operation of administrative tasks.

Key Responsibilities
  • Process business transactions efficiently
  • Chase outstanding information to maintain accurate records
  • Prepare meeting packs and complete compliance paperwork
Requirements
  • 2+ years' experience as an IFA Administrator
  • Detail-oriented with a focus on task completion
About the Company

Our client company is a long-established, medium-sized IFA firm with a professional and friendly team. They have built a successful business with high client retention rates and are looking to grow their team with like-minded individuals.

Benefits
  • Salary of up to £28,000
  • Normal office hours of 9am – 5:30pm, Monday to Friday
  • Discretionary bonus, 23 days holiday + bank holidays, and pension
  • Working from their impressive offices in Chatham, Kent
Location

Chatham, Kent



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