IFA Administrator

This IFA Administrator job in Maidstone is
available within a local, independently owned financial planning firm, who are
looking to organically grow their team with likeminded individuals.

You will be joining a values driven firm who are
passionate about doing what is right for the client and helping through their
technical expertise.

In your role as an IFA Administrator, your duties
will include:

• Processing of new business
  applications on all types of Pensions, Investments & Protection
• Liaising with product providers
• Producing illustrations,
  comparison quotations including the collating of literature and pre-population
  of applications
• Processing letters of authority
• Updating client portfolios for
  annual reviews and printing reports
• Completion of ad hoc
  administration and requests on behalf of the team
• Diary management-
  scheduling/rescheduling appointments
• Occasional meeting &
  greeting of clients/visitors to the office

Our client does not have a targeted approach,
whereas their goal is to deliver quality, holistic financial planning with
strong client relationships, as they know if that is done correctly, everything
will follow from there.

The Company

Our client has been established for over 30 years,
and is independently owned, with no plans to sell out. The business continues
to sustainably grow organically, enabling them to naturally build their team to
meet the increased demand.

IFA Administrator Requirements

• You must be an experienced IFA Administrator
  
• You must have good written and verbal communication skills
  
• Experience with IO would be advantageous but not essential
  
• Our client is focused on values driven individuals who are
  motivated by delivering great service to clients
  

Paraplanner Benefits

• Salary of £28,000 – £40,000 plus discretionary bonus
  
• Company benefits include 10% company pension contribution, 25 days
  holiday plus bank holidays and cash plan
  
• Office based role
  
• No evenings or weekends work
  
• Loyal team who enjoy working together and being valued for their
  input
  

Locations

Maidstone

Call us
now on 0208 0044 154 or click Apply

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