Financial Planning Administrator

4 weeks ago


Chatham, Kent, United Kingdom Blakemore Recruitment Full time
IFA Administrator Job Description

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.
Requirements:
  • 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.



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