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Permanent

Ifa Administrator

Sittingbourne
money-bag 30000.00-30000.00 Annual
3085438696
Posted 3 days ago

IFA Administrator - SittingbourneSalary: £30,000 - £35,000 (DOE)About the RoleWe are seeking an experienced IFA Administrator to join a well-established financial advisory practice based in Sittingbourne. This is a fantastic opportunity for someone with strong organisational skills and a proactive approach, looking to take the next step in their admin career within the financial services sector.You will play a key role in supporting Advisers and Paraplanners by handling daily administrative duties, processing new business, managing annual review packs, and providing excellent client service.Key ResponsibilitiesManaging day-to-day administrative tasksProcessing new business submissions efficiently and accuratelyPreparing and maintaining annual review documentationHandling inbound phone calls and client enquiriesEnsuring all client records are kept up to dateSupporting the wider team with general operational tasksWhat We''re Looking For2-3 years'' IFA administration experience (essential)Strong attention to detail and excellent organisational skillsA friendly, professional telephone mannerAble to work effectively as part of a teamWillingness to travel to a semi-rural office locationBenefits20 days'' holiday + bank holidaysHoliday accrual incentive scheme4% employer pension contribution2x death-in-service benefitAA car cover - including international coverIf you''d like to be considered for the role, please apply with your CV. ..... full job details .....

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