SonicJobs Logo
Left arrow iconBack to search

IFA Administrator

IDEX Consulting Ltd
Posted 6 days ago, valid for 17 days
Location

Maidstone, Kent ME17 2BE, England

Salary

£56,000 - £80,000 per annum

info
Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • An opportunity for a Financial Planning Administrator has arisen in West Kent with a growing financial planning firm.
  • The role requires previous experience in a similar position and offers a salary of £25,000 to £30,000 per annum.
  • Key responsibilities include managing customer queries, scheduling annual review meetings, and processing new business transactions.
  • Ideal candidates should possess strong communication skills, excellent attention to detail, and the ability to work independently.
  • This position presents a unique chance to contribute to a dynamic team while ensuring high levels of customer service.

An opportunity has become available for a Financial Planning Administrator in West Kent to join a growing financial planning firm.

Your role will include but will not be limited to:

  • Handle all incoming calls/emails in a professional and efficient manner
  • Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner
  • Record annual review dates on the back office system and monitor regularly
  • Plan, book and prepare for all annual review meetings ensuring none are missed
  • Work with the Financial Planner to ensure that all customers are receiving the service they are paying for and expect
  • Help clients to register for, navigate and update their account
  • Keep the Financial Planner & Client regularly updated on the progress of outstanding cases and dealing with any technical queries
  • Collate and pre-populate New Business / Servicing forms and application packs
  • Process all new business ensuring all transactions are tracked through to accurate and timely completion
  • Create and update client platform account records

The ideal candidate will:

  • Previous experience of working within a similar role
  • Strong interpersonal, communication and customer service skills
  • Excellent diary management, planning and organisational skills
  • Excellent accuracy and attention to detail
  • Proven ability to work on own initiative
  • Excellent telephone manner
  • Proven high level of customer service

This is a unique opportunity for a Financial Planning Administration role in West Kent to join a growing financial planning firm.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.