IFA Administrator
\nMaidstone, Hybrid Working (3 Days Office-Based: Monday, Wednesday & Thursday)
\n 9:00am - 5:00pm
\n £30,000 - £32,000 + Benefits
Join a Growing Wealth Management Firm
\nAre you an experienced IFA Administrator looking for your next challenge with a forward-thinking and supportive Financial Planning firm?
\nOur client is a highly respected Wealth Management practice based in Maidstone, with an excellent reputation for both client service and employee development. Due to continued growth, they are seeking a proactive, organised and detail-focused IFA Administrator to become a key part of their team.
\nThis is an excellent opportunity for someone who thrives in a busy environment, enjoys working collaboratively with Advisers, and takes pride in delivering exceptional administrative support.
\nEssential Requirements
\nExperience working within an IFA / Financial Planning environment
\nExperience using Intelligent Office (IO) is ideal
\n Strong understanding of Financial Planning processes
\n Excellent organisational and time management skills
\n High attention to detail and accuracy
\n Strong communication skills, both written and verbal
\n
Working closely with one Financial Adviser , you'll provide comprehensive administrative support across a range of client and business activities, including:
\nThe ideal candidate will be
\nIf you're an experienced IFA Administrator with Intelligent Office expertise and you're looking for a role where your skills will be valued and developed, we'd love to hear from you.
\n\n\n\nPlease be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
\n\nTate is acting as an Employment Business in relation to this vacancy.
\nTate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
IFA Administrator • Maidstone, ENG, GB
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