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Kingston Upon Thames
Financial planner
IFA Financial Administrator

IFA Financial Administrator

Life and Careers

Posted 12 hours ago, valid for 6 days

Kingston Upon Thames, Surrey KT2 7NH

Full Time

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Sonic Summary

This is an opportunity to join a fast-growing financial planning practice as an administrator.
The role requires at least 2 years of experience in a similar position and offers a competitive salary.
Key responsibilities include maintaining client files, implementing recommendations, and preparing client reports.
The position is full-time and based in their Kingston office, with a focus on delivering high client service.
Candidates should possess strong organizational skills, attention to detail, and the ability to work independently.

This is a great opportunity to join a fast-growing financial planning practice as an administrator. The primary function of the role will be working with the Financial Planner and ensuring that clients receive a high level of service.

This is a fulltime role. You will be based in their office in Kingston.

Key responsibilities

Maintain and organise the client files, including compliance paperwork
Implementing recommendations and solutions including complete proposals, paperwork, applications
Act as point of contact and deal with queries
Prepare client valuations, cash repots, fund comparison reports
Attend client review meetings with the Financial Planner
General office administration duties

Essential skills:• Able to multi-task, priotise and plan own workload without direct supervision• Good eye for detail and accuracy• Interpersonal Skills and a good team player

Desirable qualifications, skills and/or experience:• 2 years’ experience in a similar role• Knowledge of financial services products• An interest in doing further studies in paraplanning or financial planning

What’s in it for me?A competitive salary, benefits and flexible working is on offer.

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