Ifa Administrator - Westerham

IFA ADMINISTRATOR - WESTERHAM

An excellent opportunity has arisen for an IFA Administrator to join a small, professional financial services team based in Westerham, Kent.

This is a varied role suited to an organised, reliable and detail-focused individual who is comfortable working both independently and as part of a small team.

You will provide essential administrative support to Financial Advisers and help ensure the smooth running of the client review process, from arranging meetings and preparing documentation through to following up reviews and maintaining accurate client records.

• Coordinate and support the annual client review process
• Arrange and book client meetings
• Contact clients regarding their annual reviews
• Act as a first point of contact for client queries
• Maintain and update accurate client records
• Prepare meeting packs and documentation for Financial Advisers
• Assist with the follow-up and administration of annual client reviews
• Obtain relevant information from third-party providers to support client reviews and financial planning
• Keep the CRM system accurate and up to date
• Use CRM reporting and other reporting tools
• Prepare and maintain reports using Microsoft Office
• Carry out scanning, filing and mailings
• Assist with office supplies and general office administration
• Provide wider administrative support to the team as required
• Assist with additional tasks where needed

The successful candidate will be organised, reliable and confident managing a variety of administrative tasks.

Ideally, you will have:

• Previous IFA Administration, Financial Services or Wealth Management experience
• Strong attention to detail and accuracy
• Excellent organisational and time management skills
• Confidence dealing with clients by telephone and email
• A professional and approachable manner
• Strong written and verbal communication skills
  
  Good Microsoft Office skills
• Experience using CRM systems
• Ability to manage multiple tasks and prioritise effectively
• Ability to work independently and as part of a small team
• A proactive and flexible approach
• IFA or Financial Services experience is preferred, although applications from strong administrators with relevant transferable experience will also be considered.

• £30,000 - £35,000 depending on experience
• Office-based role in Westerham
• Full-time, permanent position
• Supportive small-team environment
• Varied IFA administration role
• Training and development opportunities