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Administrative Services Coordinator

1 month ago

Chatham, Kent, United Kingdom Blakemore Recruitment Full time

We're seeking an experienced IFA Administrator to join our esteemed Financial Planning practice in Chatham.

This exciting opportunity allows you to utilise your expertise to deliver exceptional client service and contribute to the growth and success of our team.

About the Role

As an IFA Administrator, you will be responsible for ensuring the smooth day-to-day operation of our client relationships.

You will work closely with our team to provide administrative support, manage client data, and coordinate the onboarding process for new clients.

With a focus on continuous improvement and innovation, you will strive to deliver exceptional results and exceed client expectations.

Your Key Responsibilities

  • Provide administrative support for client onboarding and relationship management
  • Maintain accurate and up-to-date client data
  • Prepare and coordinate client reviews, reports, and proposals
  • Build and maintain strong relationships with clients, colleagues, and external partners

Requirements

We're looking for an individual with a minimum of 2 years' experience as an IFA Administrator, preferably within a Financial Planning or Wealth Management context.

You will possess excellent communication and organisational skills, with a keen eye for detail and the ability to work accurately under pressure.

The estimated salary for this position is £35,000 - £45,000 per annum, depending on experience.