IFA Administrator

Experienced Financial Planning AdministratorLocation: Maidstone, KentSalary: £40,000Job Type: Full-time, PermanentRecruiter OpportunityWe are currently working with a well-established and highly regarded Independent Financial Planning firm in Maidstone who are looking to recruit an experienced Financial Planning Administrator to join their growing team.This is an excellent opportunity for a professional and detail-oriented administrator with strong IFA experience who is looking to join a busy, client-focused environment offering stability and long-term career prospects.The RoleYou will provide comprehensive administrative support to Financial Advisers, ensuring the efficient processing of new and existing business while delivering a high standard of client service.Key ResponsibilitiesOnline processing of new business applications for retail clients across Pensions, Investments and Protection in a timely and compliant mannerLiaising with a wide range of product providers and platformsOngoing servicing and maintenance of existing client portfoliosProducing illustrations and comparison quotations, including collating supporting literature and pre-populating applicationsProcessing Letters of AuthorityUpdating client portfolios for annual reviews and preparing review packs and reportsManaging adviser diaries, including scheduling and rescheduling appointmentsHandling ad hoc administrative tasks to support the wider teamOccasionally meeting and greeting clients and visitors to the ..... full job details .....