Tate Recruitment
IFA Administrator
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IFA Administrator
Maidstone | Hybrid Working (3 Days Office-Based: Monday, Wednesday & Thursday)
9:00am – 5:00pm | Monday to Friday
£30,000 - £32,000 + Benefits
Join a Growing Wealth Management Firm
Are you an experienced IFA Administrator looking for your next challenge with a forward-thinking and supportive Financial Planning firm?
Our client is a highly respected Wealth Management practice 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.
This 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.
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Essential Requirements
- Experience working within an IFA / Financial Planning environment
- Experience using Intelligent Office (IO) is ideal
- Strong understanding of Financial Planning processes
- Excellent organisational and time management skills
- High attention to detail and accuracy
- Strong communication skills, both written and verbal
Working closely with one Financial Adviser, you'll provide comprehensive administrative support across a range of client and business activities, including:
- Processing new and existing business
- Preparing client review documentation
- Producing compliance and provider paperwork
- Managing fund switches and plan withdrawals
- Obtaining valuations and provider information
- Responding to client enquiries professionally and efficiently
- Maintaining accurate client records on Intelligent Office
- Supporting advisers throughout the client journey
- Ensuring all work is completed in line with FCA and company procedures
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The ideal candidate will be:
- Highly organised and methodical
- Able to prioritise a busy workload effectively
- Comfortable working independently and as part of a team
- Confident using financial services systems and Microsoft Office
- Professional, articulate and client-focused
- Committed to delivering high-quality work
If 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.
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