IFA Administrator job in Chatham - supporting a Director

The Specialists in Financial Services Recruitment

Job Details

IFA Administrator Administrator
Reference ID: 1162
  • Salary/OTESalary of circa £25,000 - £30,000 plus bonus and benefits
  • Vacancy LocationChatham
  • RemunerationEmployed
  • RegionSouth East
Job description

This IFA Administrator job in Chatham provides you the opportunity to join a growing IFA firm

In this IFA Administrator role, you will be directly supporting the Director / Principal Financial Advisor of the firm. You will be responsible for administrative duties such as processing business, chasing outstanding information, preparing meetings packs and completing relevant compliance paperwork.

In addition, you will be undertaking PA responsibilities, to manage the Directors diary to ensure client meetings and other business meetings are appropriately organised. Plus, working closely together to ensure business critical tasks are identified and completed.  

IFA Administrator Requirement

  • You should have experience as an IFA Administrator within a financial planning or IFA firm
  • You should be detail orientated to ensure tasks are completed effectively
  • You should be confident building relationship with clients
  • Experience of Personal Assistant responsibilities would be beneficial

The Company

Our client company is a long established, medium sized IFA firm who are an ambitious, professional and friendly team. They have built a successful business with high levels of client retention. They are looking to continue growing their team and want like-minded individuals to be part of their team.

IFA Administrator Benefits

  • Salary of circa £25,000 - £30,000 plus bonus and benefits
  • Normal office hours of 9am – 5:30pm, Monday to Friday
  • Working from their impressive offices in Chatham, Kent
  • Highly dynamic business continually looking to grow and develop with an excellent team environment

Locations

Chatham

Call us now on 0208 0044 154 or click Apply

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