Financial Planning Administrator
4 weeks ago
We are seeking an experienced IFA Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our financial planning practice in Chatham.
Key Responsibilities:- Efficiently process business and deliver exceptional client service.
- Understand and add value to client needs, driving constant improvement and innovation.
- Provide full administrative support for client onboarding.
- Maintain and update client data in a secure environment.
- Prepare client reviews, update cash flow models, and produce supporting reports.
- Liaise with clients by telephone, letter, and email.
- Deliver service proposition within agreed service levels and timescales.
- Work with administrative staff to ensure application and provider forms are prepared as required.
- Collaborate with other professional advisers, solicitors, and accountants to implement an agreed action plan.
- Minimum 2 years of experience as an IFA Administrator.
- Proven track record of working with high net worth UK resident private clients and delivering financial planning and investment management services.
We are looking for a skilled and experienced IFA Administrator to join our team. If you have a passion for delivering exceptional client service and driving business growth, we would love to hear from you.
-
Financial Planning Administrator
2 weeks ago
Chatham, Kent, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Financial Planning Administrator to join our team at Blakemore Recruitment. The ideal candidate will have a minimum of 2 years of experience working with high net worth UK resident private clients and delivering financial planning and investment management services.The successful candidate will be responsible for the efficient and...
-
Financial Planning Administrator
4 weeks ago
Chatham, Kent, United Kingdom Blakemore Recruitment Full timeIFA Administrator Job DescriptionWe are seeking an experienced IFA Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our financial planning practice in Chatham.Key Responsibilities:Efficiently process business and deliver exceptional client service.Understand and add...
-
Financial Planning Administrator
4 weeks ago
Chatham, Kent, United Kingdom Blakemore Recruitment Full timeIFA Administrator Job DescriptionWe are seeking an experienced IFA Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our financial planning practice in Chatham.Key Responsibilities:Efficiently process business and deliver exceptional client service.Understand and add...
-
Financial Planning Assistant
2 weeks ago
Chatham, Kent, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a highly regarded Financial Planning practice in Chatham who are looking for an experienced IFA Administrator to join their team.This company illuminates their client's financial world. Building clarity and confidence in their mind and optimizing every experience they have with them.Key ResponsibilitiesThe IFA Administrator is...
-
Financial Planning Coordinator
1 week ago
Chatham, Kent, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Financial Planning Coordinator to join our team at Blakemore Recruitment. The ideal candidate will have a minimum of 2 years of experience working with high net worth UK resident private clients and delivering financial planning and investment management services.The successful candidate will be responsible for the efficient and...
-
Financial Planning Assistant
6 days ago
Chatham, Kent, United Kingdom Blakemore Recruitment Full timeWe are seeking an experienced IFA Administrator to join our client's team in Chatham. This highly regarded Financial Planning practice is a leading provider of financial services, and we are looking for a skilled professional to support their growth and success.The successful candidate will be responsible for the efficient and accurate processing of...
-
Financial Services Administrator
3 weeks ago
Chatham, Kent, United Kingdom Coast Specialist Recruitment Full timeIFA Administrator Job DescriptionThe role is based in Chatham with a highly respected IFA Wealth Manager.We are seeking a responsible, self-motivated, and well-organized individual with good IT skills to provide support to financial advisers and develop a longer-term career progressing towards paraplanning.This is an exciting opportunity to develop your...
-
Financial Services Administrator
4 weeks ago
Chatham, Kent, United Kingdom Coast Specialist Recruitment Full timeIFA Administrator Job DescriptionThe role is based in Chatham with a highly respected IFA Wealth Manager.We are seeking a responsible, self-motivated, and well-organized individual with good IT skills to provide support to financial advisers and develop a longer-term career progressing towards paraplanning.This is an exciting opportunity to develop your...
-
Financial Services Administrator
4 weeks ago
Chatham, Kent, United Kingdom Coast Specialist Recruitment Full timeJob Title: IFA AdminThe role is based in Chatham with a highly respected IFA Wealth Manager. Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning. This will include a range of administrative duties, client service and technical support to assist the financial adviser in...
-
Financial Services Administrator
4 weeks ago
Chatham, Kent, United Kingdom Coast Specialist Recruitment Full timeJob Title: IFA AdminThe role is based in Chatham with a highly respected IFA Wealth Manager. Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning. This will include a range of administrative duties, client service and technical support to assist the financial adviser in...
-
Financial Administrator
1 month ago
Chatham, Kent, United Kingdom Workforce Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Accounts Assistant/Administrator to join our team at Workforce. As a key member of our finance and administration team, you will play a vital role in supporting our financial operations and ensuring the accuracy of our financial records.Key ResponsibilitiesAssist with the preparation of...
-
Financial Administrator
1 month ago
Chatham, Kent, United Kingdom Workforce Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Accounts Assistant/Administrator to join our team at Workforce. As a key member of our finance and administration team, you will play a vital role in supporting our financial operations and ensuring the accuracy of our financial records.Key ResponsibilitiesAssist with the preparation of...
-
Financial Services Administrator
4 weeks ago
Chatham, Kent, United Kingdom Coast Specialist Recruitment Full timeIFA Administrator Job DescriptionThe role is based in Chatham with a highly respected IFA Wealth Manager.We are seeking a responsible, self-motivated, well-organised candidate with good IT skills to develop their career in a fast-growing financial advice firm.Key Responsibilities:Process new business and submit to Business quality, utilising external and...
-
Financial Services Administrator
1 month ago
Chatham, Kent, United Kingdom Coast Specialist Recruitment Full timeIFA Admin Job DescriptionThe role is based in Chatham with a highly respected IFA Wealth Manager.We are seeking a responsible, self-motivated, well-organised candidate with good IT skills to develop their career in a fast-growing financial advice firm.Key Responsibilities:Process new business and submit to Business quality, utilising external and internal...
-
Financial Services Administrator
4 weeks ago
Chatham, Kent, United Kingdom Coast Specialist Recruitment Full timeIFA Admin Job DescriptionThe role is based in Chatham with a highly respected IFA Wealth Manager.We are seeking a responsible, self-motivated, well-organised candidate with good IT skills to develop their career in a fast-growing financial advice firm.Key Responsibilities:Process new business and submit to Business quality, utilising external and internal...
-
Financial Services Administrator
1 month ago
Chatham, Kent, United Kingdom Coast Specialist Recruitment Full timeIFA Admin Job DescriptionThe role is based in Chatham with a highly respected IFA Wealth Manager.We are seeking a responsible, self-motivated, well-organised candidate with good IT skills to develop their career in a fast-growing financial advice firm.Key Responsibilities:Process new business and submit to Business quality, utilising external and internal...
-
Financial Services Administrator
4 weeks ago
Chatham, Kent, United Kingdom Coast Specialist Recruitment Full timeIFA Admin Job DescriptionThe role is based in Chatham with a highly respected IFA Wealth Manager.We are seeking a responsible, self-motivated, well-organised candidate with good IT skills to develop their career in a fast-growing financial advice firm.Key Responsibilities:Process new business and submit to Business quality, utilising external and internal...
-
Senior Financial Planning Specialist
1 week ago
Chatham, Kent, United Kingdom Premier Jobs UK Full timeJob Overview:This employed, Independent Financial Advisor role in Chatham is well-suited to an individual with some experience looking to take their advising career to the next level.You will benefit from some existing clients and leads being generated, which typically have assets of £200k - £500k. You should undertake a review of their financial planning...
-
Financial Planning Specialist
4 weeks ago
Chatham, Kent, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor OpportunityThis employed, Independent Financial Advisor role in Chatham is well-suited to an individual with some experience looking to advance their advising career.Key benefits include existing clients and leads, typically with assets of £200k - £500k. The successful candidate will undertake a review of their financial planning needs...
-
Financial Planning Specialist
4 weeks ago
Chatham, Kent, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor OpportunityThis employed, Independent Financial Advisor role in Chatham is well-suited to an individual with some experience looking to advance their advising career.Key benefits include existing clients and leads, typically with assets of £200k - £500k. The successful candidate will undertake a review of their financial planning needs...