IFA Administrator

IFA AdministratorMaidstone Hybrid Working (3 Days Office-Based: Monday, Wednesday and Thursday) 9:00am - 5:00pm Monday to Friday 30,000 - 32,000 + BenefitsJoin a Growing Wealth Management FirmAre you an experienced IFA Administrator looking for your next challenge with a forward-thinking and supportive Financial Planning firm?Our client is a highly respected Wealth Management practice with an excellent reputation for both client service and employee development. Due to continued growth, they are seeking a proactive, organised and detail-focused IFA Administrator to become a key part of their team.This is an excellent opportunity for someone who thrives in a busy environment, enjoys working collaboratively with Advisers, and takes pride in delivering exceptional administrative support.Essential RequirementsExperience working within an IFA Experience using Intelligent Office (IO) is ideal Strong understanding of Financial Planning processes Excellent organisational and time management skills High attention to detail and accuracy Strong communication skills, both written and verbal Working closely with one Financial Adviser , you''ll provide comprehensive administrative support across a range of client and business activities, including:Processing new and existing businessPreparing client review documentationProducing compliance and provider paperworkManaging fund switches and plan withdrawalsObtaining valuations and provider informationResponding to client enquiries ..... full job details .....