IFA Adminisrator

IFA Administrator

Location:

Maidstone – Hybrid Working (3 days Office-Based: Monday, Wednesday & Thursday)

Hours:

9:00am – 5:00pm, Monday to Friday

Salary: £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.

• 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

• 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

• 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 would love to hear from you.

Please apply early as the advert will remain open until the vacancy has been filled. Interviews will take place throughout this period.

Tate is committed to promoting equal opportunities. We encourage you to let us know if any adjustments can be made during the application or interview process. We value and respect your individuality and invite you to share your preferred pronouns in your application.