Finance Administrator

IFA Administrator

Maidstone | Hybrid Working (3 Days Office-Based: Monday, Wednesday & Thursday)

9:00am – 5:00pm | Monday to Friday

£30,000 - £32,000 + Benefits

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

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

• 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.