Ifa Administrator
other jobs Reed
Added before 12 hours
- England,South East,Kent
- Full Time, Permanent
- £30,000 - £35,000 per annum, inc benefits
Job Description:
IFA Administrator – Sittingbourne
Salary: £30,000 – £35,000 (DOE)
About the Role
We are seeking an experienced IFA Administrator to join a well-established financial advisory practice based in Sittingbourne. This is a fantastic opportunity for someone with strong organisational skills and a proactive approach, looking to take the next step in their admin career within the financial services sector.
You will play a key role in supporting Advisers and Paraplanners by handling daily administrative duties, processing new business, managing annual review packs, and providing excellent client service.
Key Responsibilities
*Managing day-to-day administrative tasks
*Processing new business submissions efficiently and accurately
*Preparing and maintaining annual review documentation
*Handling inbound phone calls and client enquiries
*Ensuring all client records are kept up to date
*Supporting the wider team with general operational tasks
What We’re Looking For
*2–3 years’ IFA administration experience (essential)
*Strong attention to detail and excellent organisational skills
*A friendly, professional telephone manner
*Able to work effectively as part of a team
*Willingness to travel to a semi-rural office location
Benefits
*20 days’ holiday + bank holidays
*Holiday accrual incentive scheme
*4% employer pension contribution
*2x death-in-service benefit
*AA car cover – including international cover
If you’d like to be considered for the role, please apply with your CV.
Salary: £30,000 – £35,000 (DOE)
About the Role
We are seeking an experienced IFA Administrator to join a well-established financial advisory practice based in Sittingbourne. This is a fantastic opportunity for someone with strong organisational skills and a proactive approach, looking to take the next step in their admin career within the financial services sector.
You will play a key role in supporting Advisers and Paraplanners by handling daily administrative duties, processing new business, managing annual review packs, and providing excellent client service.
Key Responsibilities
*Managing day-to-day administrative tasks
*Processing new business submissions efficiently and accurately
*Preparing and maintaining annual review documentation
*Handling inbound phone calls and client enquiries
*Ensuring all client records are kept up to date
*Supporting the wider team with general operational tasks
What We’re Looking For
*2–3 years’ IFA administration experience (essential)
*Strong attention to detail and excellent organisational skills
*A friendly, professional telephone manner
*Able to work effectively as part of a team
*Willingness to travel to a semi-rural office location
Benefits
*20 days’ holiday + bank holidays
*Holiday accrual incentive scheme
*4% employer pension contribution
*2x death-in-service benefit
*AA car cover – including international cover
If you’d like to be considered for the role, please apply with your CV.
Job number 3487936
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