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Financial Services Administrator

2 months ago

Kent, United Kingdom KFS Recruitment Full time
{"title": "IFA Administrator", "description": "Job Summary

We 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 Responsibilities
  • Prepare meeting packs for Financial Advisers and Paraplanners
  • Process new business, including life, pensions, and investments
  • Administer group schemes and maintain our back-office system, Intelligent Office
  • Liaise with providers and handle client inquiries
  • Ensure administration and compliance are completed to a high standard
Requirements
  • Friendly and professional telephone manner
  • Experience in IFA administration, with knowledge of various platforms
  • Good attention to detail and ability to work accurately
  • Comfortable with compliance and FCA regulations
  • Team player with a passion for pursuing a career in financial services
What We Offer
  • 100% office-based role in Medway, Kent
  • Monday to Friday, pm
  • Salary range: £25,000-£28,000
  • Quarterly bonus, up to £2,000 per annum
  • Parking on site
  • Company pension (3%)
  • 20 days holiday, rising to 25 + extra leave at Christmas
  • Full support for professional qualifications (Level 4 Diploma in financial planning)
", "lang_code": "en"}