IFA Administrator
hace 17 días
Westerham
IFA Administrator / Client Support Westerham, Kent Full-time | Permanent | Office-based £26,000 - £34,000 DOE We are supporting a well-established and growing financial planning firm in Westerham who are looking to recruit an IFA Administrator / Client Support to join their busy support team. This is an excellent opportunity for someone with 1+ year of IFA administration experience, or a graduate with relevant IFA exposure or internship experience, who is keen to develop within financial services and progress long-term. The Role As a Client Support Administrator, you will provide high-quality administrative support to Financial Advisers, ensuring clients receive an exceptional and well-organised service throughout the advice process. You’ll work closely with advisers, colleagues and third parties, supporting new business, reviews, and ongoing client servicing. Key Responsibilities • Provide comprehensive administrative support to Financial Advisers, • Manage client appointments, diaries, and meeting preparation, • Prepare client packs and paperwork before and after meetings, • Request valuations and policy information from providers and third parties, • Liaise with internal teams to ensure timely receipt of information, • Maintain and update client records and financial plans using Intelligent Office (IO) and PFP, • Support portfolio reviews, new business submissions and post-sale administration, • Ensure all documentation meets compliance requirements, • Track adviser progress and identify areas where additional support is needed, • Maintain accurate client lists and records, • Build effective relationships with product providers and stakeholders, • Prioritise workload effectively and manage multiple tasks at once, • Commit to ongoing learning and development What They’re Looking For Essential: • Around 1+ year experience in an IFA or financial services administration role, • Strong organisation, attention to detail and time-management skills, • Confident telephone manner and clear written communication, • Ability to work under pressure and meet deadlines, • Proactive, engaged and team-focused attitude Desirable (but not essential): • Experience using Intelligent Office, • Degree or internship exposure within an IFA / wealth management firm, • Strong understanding of basic financial products and planning concepts Graduates with relevant IFA internships or placements will also be considered for entry-level roles. Salary & Progression • £26,000 – £34,000, depending on experience and level, • Entry-level Client Support with progression into Executive Client Support, • Clear internal development pathway, including potential progression into a trainee adviser route, • Salary reviews and potential increases post-probation Working Pattern • Fully office-based during probation, • After 6 months: up to 2 days working from home per month, subject to approval and business needs Benefits • Holiday starting at 22 days, increasing with service (up to 26 days), • Pension: 6% employer / 3% employee, • Group income protection, • Enhanced sick pay scheme, • Life insurance (4x salary), • Employee Assistance Programme, • Cycle to Work scheme, • Loyalty holiday scheme, • One volunteering day, • Free on-site parking, • Payroll giving scheme, • Access to a Financial Adviser, • Discounts at sister companies Interview Process • Stage 1: Short Teams screening, • Online English & maths assessment, • Stage 2: Interview with Operations Director (Teams or on-site) Apply Now If you’re an IFA Administrator or Client Support professional looking to join a supportive firm with genuine progression opportunities, we’d love to hear from you. Apply now for confidential consideration.