Experienced Financial Planning Administrator
Location: Maidstone, Kent
Salary: £40,000
Job Type: Full-time, Permanent
Recruiter Opportunity
We are currently working with a well-established and highly regarded Independent Financial Planning firm in Maidstone who are looking to recruit an experienced Financial Planning Administrator to join their growing team.
This is an excellent opportunity for a professional and detail-oriented administrator with strong IFA experience who is looking to join a busy, client-focused environment offering stability and long-term career prospects.
The Role
You will provide comprehensive administrative support to Financial Advisers, ensuring the efficient processing of new and existing business while delivering a high standard of client service.
Key Responsibilities
Online processing of new business applications for retail clients across Pensions, Investments and Protection in a timely and compliant manner
Liaising with a wide range of product providers and platforms
Ongoing servicing and maintenance of existing client portfolios
Producing illustrations and comparison quotations, including collating supporting literature and pre-populating applications
Processing Letters of Authority
Updating client portfolios for annual reviews and preparing review packs and reports
Managing adviser diaries, including scheduling and rescheduling appointments
Handling ad hoc administrative tasks to support the wider team
Occasionally meeting and greeting clients and visitors to the office
About You
Recent experience working as an IFA / Financial Planning Administrator is essential
Professional, articulate and well-presented
Strong organisational skills with the ability to manage a busy workload
Excellent attention to detail with strong numeracy and accuracy skills
Confident communicator with good written and verbal communication
Ability to work both independently and as part of a team
Competent in IT systems, including Microsoft Office and Excel
What’s on Offer
Salary of £40,000
Opportunity to join a supportive and professional financial planning firm
Stable, long-term career opportunity within a growing business
IFA Administrator - Maidstone • Maidstone, GB
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