IFA Administrator

Join an established IFA practice where your organisational skills will directly contribute to excellent client service and business growth.

Are you highly organised, detail-oriented, and enjoy supporting a team?

Are you on the lookout for your next role?

Do you have exposure to IFA administrative processes such as client onboarding, organising reviews, drafting documents and transaction processing?

If yes... then apply now to avoid missing out! Whether you have current or previous experience, we'd love to hear from you.

Great Role! Join a welcoming, collaborative team environment, working for an established and forward-thinking IFA practice.

Enjoy great work-life balance, training and development opportunity, and a non-corporate team culture to be part of!

Day-to-day, following personalised training, you will work as part of a team to support the smooth running of the office and client processes. Duties might include:

• Receiving enquiries by phone and email from new and existing clients, assisting with queries and providing information
• Diary planning and management - Organising client meetings for Advisers and supporting any queries raised
• Client onboarding - conducting all relevant checks and ensuring files are created and maintained to company database
• Drafting written communication to clients, providing administrative support to Paraplanners and Advisers
• Processing transactions and liaising with product providers
• Contribute to the smooth running of the office and support the team

Full Time - Monday – Friday 9am – 5pm

Super offices in Cranbrook location (with Parking!)

Salary with experience £30-35000 + benefits such as company pension scheme and private health cover.

Future career prospects - with a company who support training and development.

If you bring experience in a relevant transferrable financial advisory or banking environment we'd love to hear from you.

Candidates must drive and be in a commutable distance to Cranbrook!

Apply with your CV now for immediate consideration or call Tabby at Recruitment Solutions Turnbridge Wells!!!