Ifa Administrator - Westerham - Hybrid working available

IFA Administrator Westerham, Kent (Hybrid Working Available) Competitive Salary + Benefits Full Time, Permanent About the Company Our client is a well-established and highly respected independent financial planning firm based in Westerham. With a strong reputation for delivering exceptional client service and tailored financial advice, they are looking to expand their support team with the addition of an experienced IFA Administrator. This is an excellent opportunity to join a friendly, professional, and collaborative environment where employee development is encouraged and work-life balance is valued through a hybrid working arrangement. The Role As an IFA Administrator, you will provide comprehensive administrative support to Financial Advisers and Paraplanners, ensuring clients receive a seamless and efficient service throughout their financial planning journey. You will play a key role in supporting the advice process from initial enquiry through to policy implementation and ongoing servicing. Key Responsibilities Providing administrative support to Financial Advisers and Paraplanners. Preparing client review packs and meeting documentation. Processing new business applications across pensions, investments, protection, and retirement planning. Obtaining policy information and valuations from providers. Managing client records and ensuring all information is accurately maintained on the CRM system. Liaising with clients, providers, and professional introducers. Chasing ..... full job details .....