Senior IFA Administrator
This Senior IFA Administrator job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with likeminded individuals.You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.In your role as a Senior IFA Administrator, your duties will include:Processing of new business applications on all types of Pensions, Investments and ProtectionLiaising with product providersProducing illustrations, comparison quotations including the collating of literature and pre-population of applicationsProcessing letters of authorityUpdating client portfolios for annual reviews and printing reportsCompletion of ad hoc administration and requests on behalf of the teamDiary management- scheduling/rescheduling appointmentsOccasional meeting and greeting of clients/visitors to the officeOur client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there.The CompanyOur client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand.IFA Administrator RequirementsYou must be an experienced Administrator within financial ..... full job details .....
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