IFA Administrator

Description

Job Title: IFA Administrator

Why Join Us:

Work in a supportive and professional environmentOpportunity to grow your career as an IFA Administrator in financial servicesFlexible working options with potential for remote work one day a week Salary & Benefits:

GBP28,000-GBP32,000 per yearPrivate medical insurancePension scheme25 days holiday plus bank holidays Location: Sevenoaks (office-based, with potential for 1 day per week remote)

About Us:

We are a well-established financial planning firm based in Sevenoaks, dedicated to providing professional and supportive services to our clients. Our team values collaboration, accuracy, and excellent client care. We are currently seeking an experienced IFA Administrator to join our friendly team.

The Role:

We are looking for a proactive and detail-oriented IFA Administrator to support our advisers and ensure the smooth running of client services. As an IFA Administrator, you will process client paperwork, maintain accurate records, and assist with administrative tasks across pensions, investments, and general financial planning.

Key Responsibilities:

Prepare and process client documentation and formsMaintain accurate client records and ensure compliance with regulatory requirementsSupport advisers in day-to-day client managementAssist with new business, client reviews, and routine administrationLiaise with clients and external providers as needed Skills & Experience:

Previous experience as an IFA Administrator or in financial services administration is preferredStrong attention to detail and organisational skillsExcellent communication skills, both written and verbalAbility to work independently and as part of a teamProficient in Microsoft Office; experience with financial systems is a plus How to Apply:

If this role as an IFA Administrator sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail.

Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

Ad ID: 5417380971