Overview
Finance Administrator Jobs in Maidstone, England, United Kingdom at Tate Recruitment
Title: Finance Administrator
Company: Tate Recruitment
Location: Maidstone, England, United Kingdom
IFA Administrator
Maidstone | Hybrid Working (3 Days Office-Based: Monday, Wednesday & Thursday)
9:00am – 5:00pm | Monday to Friday
£30,000 – £32,000 + Benefits
Join a Growing Wealth Management Firm
Are 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 Requirements
Experience working within an IFA / Financial Planning environment
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 business
- Preparing client review documentation
- Producing compliance and provider paperwork
- Managing fund switches and plan withdrawals
- Obtaining valuations and provider information
- Responding to client enquiries professionally and efficiently
- Maintaining accurate client records on Intelligent Office
- Supporting advisers throughout the client journey
- Ensuring all work is completed in line with FCA and company procedures
The ideal candidate will be
- Highly organised and methodical
- Able to prioritise a busy workload effectively
- Comfortable working independently and as part of a team
- Confident using financial services systems and Microsoft Office
- Professional, articulate and client-focused
- Committed to delivering high-quality work
If you're an experienced IFA Administrator with Intelligent Office expertise and you're looking for a role where your skills will be valued and developed, we'd love to hear from you.
