Financial Administrator; IFA
Job in
Ashford, Kent County, TW15, England, UK
Listed on 2025-12-31
Listing for:
Artemis Recruitment Consultants
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Consultant, Accounting & Finance, Business Administration -
Administrative/Clerical
Business Administration
Job Description & How to Apply Below
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.
Apply for this job.
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