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IFA Administrator: Client Wealth & Onboarding Expert

Job in Chatham, Kent County, ME4, England, UK
Listing for: Blakemore Recruitment
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A financial planning practice in Chatham is seeking an experienced IFA Administrator to efficiently process business and provide exceptional service to clients. The ideal candidate will have at least 2 years of experience with high net worth UK residents in delivering financial planning and investment management services. Responsibilities include onboarding clients, maintaining client data, preparing reviews, and liaising with clients through various channels.
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