Financial Administrator; IFA

Financial Administrator (IFA) – Ashford, Kent

Key Responsibilities :

• Supporting the business’ financial advisers with administration / support duties relating to a range of investments and pensions, including SIPP providers and pension drawdown cases.
• Preparing and maintaining client files and annual review packs, including valuation statements.
• Client liaison and responding to client requests.
• Using providers’ platforms to complete transactions and request policy information.
• Adherence to GDPR regulations and client confidentiality.

Looking for a candidate :

• Understanding of the Financial Planning process.
• Able to work within defined business processes.
• Ability to achieve agreed outcomes without supervision.
• Able to prioritise and plan own workload.
• Excellent interpersonal skills, both written and verbal.
• Ability to multi‑task and prioritise effectively.

Essential Skills include :

• To be a logical thinker that uses initiative.
• Excellent attention to detail.
• A knowledge of financial services.
• Experience with Intelligent Office.

Benefits include :

• Salary depending on experience & qualifications.
• Company pension scheme.
• 26 days holiday.
• Holiday purchase scheme.
• Yearly bonus.
• Free parking.
• Life insurance.

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