Senior IFA Administrator

Job Overview

This Senior IFA Administrator role is located in Maidstone and is available within a local, independently owned financial planning firm that is looking to organically grow its team with likeminded individuals.

You will be joining a values-driven firm that is passionate about doing what is right for the client and helping through its technical expertise.

In your role as a Senior IFA Administrator, your duties will include:

• Processing new business applications on all types of Pensions, Investments and Protection
• Liaising with product providers
• Producing illustrations and comparison quotations, including collating literature and pre-populating applications
• Processing letters of authority
• Updating client portfolios for annual reviews and printing reports
• Completing ad‑hoc administration and requests on behalf of the team
• Diary management – scheduling and rescheduling appointments
• Occasional meeting and greeting of clients and visitors to the office

Our client does not have a targeted approach; their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly everything will follow from there.

Our client has been established for over 30 years, is independently owned, and has no plans to sell. The business continues to grow sustainably, enabling the team to expand organically to meet increased demand.

• You must be an experienced Administrator within financial services
• Ideally you should have experience of one or more of the following:
  • Supporting Financial Advisors
  • Group Scheme Administration
  • Mortgage Administration
• You must have good written and verbal communication skills
• Experience with IO would be advantageous but not essential
• Our client is focused on values-driven individuals who are motivated by delivering great service to clients

• Competitive salary up to £40,000
• Office-based role
• No evenings or weekend work
• Loyal team who enjoy working together and being valued for their input

Maidstone