Trainee Ifa Administrator

2 weeks ago


Maidstone, United Kingdom Ortus PSR Full time

Join a friendly Administration team as an IFA Senior Administrator at one of the UK’s leading independent financial advisory and wealth management firms. The firm have all the processes in place for you to do your job to the best of your ability and arean advocate of implementing IT systems to speed up the processes. You will have access to the People development platform that enables employees to develop their knowledge as well as study the CII Diploma.

We are seeking a detail-oriented, organized individual with experience in providing administrative support to IFA’s. You will have a strong Administrative background used to dealing with multiple stakeholders internally and externally as well as used tousing different IT system within your job.

Hybrid working 3 days in the office and 2 from home as well as flexible hours so you can work your day around commuter times.

You will be responsible for maintaining client records, preparing reports, and providing coaching and support to team members.

The position offers a competitive salary, flexible working options, and opportunities for professional development.


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