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IFA Administrator

IFA Administrator

KFS Recruitment

Posted 6 hours ago, valid for 7 days

Rochester, Kent ME2 4EZ, England

£25,000 - £30,000 per annum

Full Time

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Sonic Summary

A growing IFA business in Medway, Kent is seeking an experienced IFA Administrator with a salary range of £25,000-£28,000 due to business growth.
The role involves working closely with Financial Advisers and Paraplanners, preparing meeting packs, processing new business, and maintaining the back-office system.
Candidates should have prior IFA administration experience, a professional telephone manner, and a keen attention to detail.
The position is 100% office-based, Monday to Friday, with additional benefits including a quarterly bonus, company pension, and support for professional qualifications.
Applicants are expected to have relevant experience and a passion for pursuing a career in financial services.

IFA Administrator

Medway, Kent

£25,000-£28.000

Friendly, growing IFA business with a fantastic attitude for their high standards towards clients and their team are looking for an experienced IFA Administrator due to business growth.

Duties include:

Working closely alongside Financial Advisers and Paraplanners
Preparing meeting packs for the advisers
New business processing, life, pensions and investments
Some group scheme administration
Keeping their back-office system to date, Intelligent Office
Using various provider platforms each day
Liaising with providers, handling client enquires
Valuations and reports
Ensuring administration and compliance is completed to a high standard, ensuring compliance is adhered to

Person criteria:

Friendly, cheerful personality
Professional telephone manner
IFA administration experience, somebody with experience of working with various platforms
Good attention to detail
Inquisitive, asks questions, keen to complete tasks to a high standard
Comfortable with compliance/FCA regulations
Team player, passionate about pursuing career within financial services

Additional information:

100% office based, Medway
Monday-Friday, 8.45-5.30pm
Salary range: £25-28,000
Quarterly bonus, up to £2000 per annum
Parking on site
Company pension (3%)
20 days holiday, rising to 25 + extra leave at Christmas
Full support given for professional qualifications (Level 4 Diploma in financial planning)

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