IFA Administrator - Ashford, Kent

Our client is looking for an IFA Administrator to join their busy team in Ashford, Kent. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships where appropriate.

This will be an office based position.

ROLE

-   Supporting the businesses financial advisers with administration/support duties relating to a range of Investments and Pensions, including SIPP providers and pension drawdown cases.
-   Preparing and maintaining client files and annual review packs, including valuation statements.
-   Client liaison and responding to client requests.
-   Using providers platforms to complete transactions and request policy information.
-   Adherence to GDPR regulations and client confidentiality.
 

CANDIDATE

-   Understanding of the Financial Planning process.
-   Able to work within defined business processes.
-   Ability to achieve agreed outcomes without supervision.
-   Able to prioritise and plan own workload.
-   Excellent inter-personal skills, both written and verbal.
-   Ability to multi-task and prioritise effectively.
 

ESSENTIAL SKILLS

-   To be a logical thinker that uses initiative
-   Excellent attention to detail
-   A knowledge of financial services
-   Experience with Intelligent Office
 

PACKAGE

-   Salary depending on experience & qualifications
-   Company pension scheme
-   26 days holiday
-   Holiday purchase scheme
-   Yearly bonus
-   Free parking
-   Life insurance

Please forward your CV to jess@artemisrecruitment.co.uk if you are interested in this position.

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