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IFA Administrator
Job Posted: 24 days ago
Salary: £ 28,000 - 35,000 / Annum
Job Type: Permanent
Location: Sevenoaks, Kent
Expire in: 3 days
Job Description
Our client, a fast-growing and highly respected Financial Planning firm, is seeking an experienced IFA Administrator to join one of its offices.
With continued expansion and investment in its people, there has never been a better time to join this forward-thinking organisation. This is an excellent opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive, and high-performing advice team.
Working closely with Financial Planners and Paraplanners, you will play a key role in delivering an efficient, seamless, and professional service to clients while supporting the day-to-day administration of financial planning activities.
Key Responsibilities
* Managing client correspondence and building strong, lasting client relationships.
* Processing new business applications across pensions, investments, and protection products.
* Preparing client review packs and meeting documentation.
* Coordinating client meetings and managing Financial Planner diaries.
* Obtaining provider illustrations, valuations, and product information.
* Maintaining accurate, compliant, and well-presented client records using Intelligent Office (IO).
* Handling client enquiries and liaising with providers to ensure timely resolution of requests.
* Providing comprehensive back-office and administrative support to the advice team.
* Ensuring all work is completed in line with internal procedures, FCA regulations, and compliance standards.
About You
This opportunity is ideal for an individual with previous experience in an IFA or Financial Planning environment who is looking to further develop their career within a well-established and highly regarded national firm.
To be successful, you will ideally have:
* Previous experience in an IFA or Financial Planning administration role.
* Strong organisational and time management skills with exceptional attention to detail.
* Excellent communication and client relationship skills.
* The ability to prioritise and manage multiple tasks within a busy team environment.
* Good working knowledge of Microsoft Office and Intelligent Office (IO) or similar financial planning software.
Why Join?
This firm is recognised for its collaborative culture, supportive leadership, and genuine commitment to employee development. They offer an environment where individuals are encouraged to grow professionally, alongside a highly competitive salary and benefits package, ongoing training, and clear opportunities for long-term career progressionBefore You Apply
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Looking for your next career move? Join a top company hiring IFA Administrator job near me in Sevenoaks, Kent! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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