Senior IFA Administrative Specialist

11 hours ago


Swanley, Kent, United Kingdom Blakemore Recruitment Full time

**Job Title:** Senior IFA Administrative Specialist

 

We are excited to present an excellent opportunity for a skilled Administrator to join our client, a thriving and dynamic Independent Financial Adviser firm based in Swanley.

About the Role:

  • Issuing letters of authorities (LOAs) to providers and developing proficiency in writing basic suitability letters.
  • Providing high-level technical and administrative support while maintaining exceptional customer service standards for clients.
  • Telephone liaison with Administration Centres and Paraplanners, diligently pursuing financial institutions to obtain requested information.
  • Completing illustrations and applications for new business initiatives.
  • Processing New Business applications and ensuring timely completion.
  • Achieving tasks within strict deadlines.

 

Requirements:

  • Experience as an Administrator at an IFA or within a Wealth Management environment.
  • Exceptional IT and communication skills, combined with a high level of organisation and decision-making ability.
  • Confidence in handling third-party interactions and maintaining confidentiality.
  • A self-motivated individual capable of working with minimal supervision.

 

About the Opportunity:

This role presents an ideal chance for an ambitious professional seeking a challenging and rewarding position in a fast-paced environment. If you possess the necessary skills and qualifications, please get in touch to discuss further details about this exciting opportunity.


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