Financial Services Administrator

2 days ago


Kent, United Kingdom KFS Recruitment Full time
Job Opportunity: IFA Administrator

We are seeking an experienced IFA Administrator to join our team at KFS Recruitment. The successful candidate will be responsible for providing administrative support to our Financial Advisers and Paraplanners.

Key Responsibilities:

  • Preparing meeting packs and new business processing
  • Working closely with Financial Advisers and Paraplanners to ensure seamless administration
  • Managing various provider platforms and ensuring compliance with FCA regulations
  • Liaising with providers and handling client inquiries
  • Ensuring accurate and timely completion of administration tasks

Requirements:

  • Proven experience in IFA administration, with a strong understanding of compliance and regulatory requirements
  • Excellent communication and organizational skills, with the ability to work in a fast-paced environment
  • Proficiency in using various provider platforms and software
  • Ability to work independently and as part of a team

What We Offer:

  • A competitive salary range of £25,000-£28,000
  • Quarterly bonus, up to £2000 per annum
  • Parking on site and a company pension scheme
  • 20 days holiday, rising to 25 + extra leave at Christmas
  • Full support for professional qualifications (Level 4 Diploma in financial planning)

About Us:

KFS Recruitment is a leading recruitment agency specializing in financial services. We are committed to providing exceptional service and support to our clients and candidates.



  • Kent, United Kingdom Financial Divisions Full time €30,000

    Financial Administrator - £30k + Bonus – Maidstone – Hybrid working Are you an adept Financial Administrator within Private Client Wealth Management? Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help...


  • Kent, United Kingdom Financial Divisions Full time

    Financial Administrator - £30k + Bonus – Maidstone – Hybrid working Are you an adept Financial Administrator within Private Client Wealth Management? Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help...


  • Kent, United Kingdom Financial Divisions Full time

    Financial Administrator - £30k + Bonus – Maidstone – Hybrid working Are you an adept Financial Administrator within Private Client Wealth Management? Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help...


  • Kent, United Kingdom Financial Divisions Full time

    Financial Administrator - £30k + Bonus – Maidstone – Hybrid working Are you an adept Financial Administrator within Private Client Wealth Management? Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help...


  • Kent, United Kingdom Financial Divisions Full time €30,000

    Financial Administrator - £30k + Bonus – Maidstone – Hybrid working Are you an adept Financial Administrator within Private Client Wealth Management? Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help...


  • Kent, United Kingdom Financial Divisions Full time £40,000

    **Job Title:** Senior Client Servicing Administrator**Job Summary:**We are seeking a highly skilled Senior Client Servicing Administrator to join our team at Financial Divisions. As a key member of our client services team, you will be responsible for providing exceptional support to our clients, managing end-to-end client reviews, and ensuring smooth case...


  • Kent, United Kingdom Financial Divisions Full time €40,000

    Client Services Consultant - £40k+- Fully Remote Are you a seasoned professional with extensive SJP experience? My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant. Renowned for their client-centric approach, my client provides a wide range of...


  • Kent, United Kingdom Financial Divisions Full time €40,000

    Client Services Consultant - £40k+- Fully Remote Are you a seasoned professional with extensive SJP experience? My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant. Renowned for their client-centric approach, my client provides a wide range of...


  • Kent, United Kingdom Financial Divisions Full time

    Client Services Consultant - £40k+- Fully Remote Are you a seasoned professional with extensive SJP experience? My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant. Renowned for their client-centric approach, my client provides a wide range of services,...


  • Kent, United Kingdom Financial Divisions Full time

    Client Services Consultant - £40k+- Fully Remote Are you a seasoned professional with extensive SJP experience? My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant. Renowned for their client-centric approach, my client provides a wide range of services,...


  • Kent, United Kingdom Financial Divisions Full time

    Client Services Consultant - £40k+- Fully Remote Are you a seasoned professional with extensive SJP experience? My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant. Renowned for their client-centric approach, my client provides a wide range of...


  • Kent, United Kingdom Financial Divisions Full time

    Client Services Consultant - £40k+- Fully Remote Are you a seasoned professional with extensive SJP experience? My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant. Renowned for their client-centric approach, my client provides a wide range of services,...


  • Kent, United Kingdom Financial Divisions Full time

    Client Services Consultant - £40k+- Fully Remote Please make sure you read the following details carefully before making any applications.Are you a seasoned professional with extensive SJP experience? My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant....


  • Kent, United Kingdom Financial Divisions Full time €40,000

    Client Services Consultant - £40k+- Fully Remote Are you a seasoned professional with extensive SJP experience? My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant. Renowned for their client-centric approach, my client provides a wide range of...


  • Kent, United Kingdom Financial Divisions Full time €40,000

    Client Services Consultant - £40k+- Fully Remote Are you a seasoned professional with extensive SJP experience? My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant. Renowned for their client-centric approach, my client provides a wide range of...


  • Kent, United Kingdom KFS Recruitment Full time

    {"title": "IFA Administrator", "description": "Job SummaryWe are seeking an experienced IFA Administrator to join our team in Medway, Kent. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisers and Paraplanners in delivering exceptional client service.Key ResponsibilitiesPrepare meeting packs for Financial Advisers and...


  • Kent, United Kingdom KFS Recruitment Full time

    {"title": "IFA Administrator", "description": "Job SummaryWe are seeking an experienced IFA Administrator to join our team in Medway, Kent. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisers and Paraplanners in delivering exceptional client service.Key ResponsibilitiesPrepare meeting packs for Financial Advisers and...


  • Kent, United Kingdom Brook Street UK Full time

    Job Title: Trainee Paraplanner**About the Role**We are seeking a passionate administrator with experience working in the financial services industry to join our team at Brook Street UK.**Key Responsibilities:*** Assist in providing high-quality bespoke wealth management advice to individuals, families, trustees, and businesses* Work closely with our...


  • Kent, United Kingdom Brook Street UK Full time

    Job Title: Trainee Paraplanner**About the Role**We are seeking a passionate administrator with experience working in the financial services industry to join our team at Brook Street UK.**Key Responsibilities:*** Assist in providing high-quality bespoke wealth management advice to individuals, families, trustees, and businesses* Work closely with our...


  • Kent, United Kingdom Brook Street UK Full time

    Job Title: Trainee ParaplannerSalary: Up to £28,000Location: CranbrookHours: Monday to Friday, 9am to 5pmAre you a detail-oriented and organized individual with experience in administration and a passion for the financial services industry?Our client, a leading provider of bespoke wealth management advice, is seeking a Trainee Paraplanner to join their team...