Ifa Administrator - Westerham - Hybrid

IFA Administrator

Westerham, Kent (Hybrid Working Available)
Competitive Salary + Benefits
Full Time, Permanent

Our client is a well-established and highly respected independent financial planning firm based in Westerham. With a strong reputation for delivering exceptional client service and tailored financial advice, they are looking to expand their support team with the addition of an experienced IFA Administrator.

This is an excellent opportunity to join a friendly, professional, and collaborative environment where employee development is encouraged and work-life balance is valued through a hybrid working arrangement.

As an IFA Administrator, you will provide comprehensive administrative support to Financial Advisers and Paraplanners, ensuring clients receive a seamless and efficient service throughout their financial planning journey.

You will play a key role in supporting the advice process from initial enquiry through to policy implementation and ongoing servicing.

• Providing administrative support to Financial Advisers and Paraplanners.
• Preparing client review packs and meeting documentation.
• Processing new business applications across pensions, investments, protection, and retirement planning.
• Obtaining policy information and valuations from providers.
• Managing client records and ensuring all information is accurately maintained on the CRM system.
• Liaising with clients, providers, and professional introducers.
• Chasing outstanding requirements and monitoring business pipeline progress.
• Preparing suitability report packs and supporting documentation.
• Scheduling client meetings and managing adviser diaries.
  
  Ensuring all work is completed in line with FCA compliance requirements.
• Assisting with ongoing servicing and annual review processes.

• Previous experience within an IFA, Wealth Management, or Financial Planning environment.
• Strong understanding of pensions, investments, and protection products.
• Experience processing new business and servicing existing clients.
• Familiarity with industry platforms and provider systems.
• Excellent organisational skills with the ability to prioritise workload effectively.
• Strong attention to detail and accuracy.
• Confident communication skills, both written and verbal.
• Proficiency in Microsoft Office, particularly Outlook, Word, and Excel.
• Experience using CRM systems such as Intelligent Office would be advantageous.

• Hybrid working arrangement.
• Competitive salary dependent on experience.
• Generous holiday allowance.
• Pension scheme.
• Supportive and collaborative team environment.
• Ongoing professional development opportunities.
• Long-term career progression within a growing and successful financial planning practice.