Tate Recruitment
IFA Administrator
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IFA Administrator
IFA Administrator
Maidstone | Hybrid Working (3 Days Office-Based: Monday, Wednesday & Thursday) 9:00am – 5:00pm | Monday to Friday Salary: £30,000 - £32,000 + Benefits
About the Role
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, renowned for both excellent client service and employee development. Due to continued expansion, they are seeking a proactive, organised, and detail-focused IFA Administrator to become a key part of their dynamic team.
This is an exceptional opportunity for someone who thrives in a busy environment, enjoys collaborating 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)
Key Responsibilities
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 adheres to FCA and company procedures
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Ideal Candidate Traits
The perfect 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
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