Due to ongoing expansion, my client is seeking an experienced IFA Administrator to join its busy office in Kent.
The business is a specialist firm of Independent Financial Advisers that provides first class advice to Private Clients on wealth management and strategic financial planning.
The main responsibility of this role is to provide administrative support to a small group of busy IFA’s. The role will involve checking client files before the case is submitted, tracking these cases through to completion, as well as preparing annual review packs. You will also need to be up to date with product knowledge so you can produce reports accurately.
You must have previous experience of working as a Financial Services Administrator. Knowledge of the back-office system, Intelliflo, would be useful, although this is not essential as full training can be provided. The role requires you to maintain strong relationships with clients and providers, therefore you must have excellent interpersonal skills and be able to communicate effectively with others.
You will be working in a small, easy-going office, although during the pandemic, you will be working remotely.
Our client offers a generous basic salary and a range of additional benefits. There will also be opportunities to progress in the future, should you wish to.
Please apply for this exciting role now if you feel you have the correct experience and skills required and you are passionate for delivering administrative support in a financial environment.
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