Our client, a friendly, boutique Independent Financial Advice firm near Gillingham is looking for an experienced IFA Administrator to join their close-knit team. This is a great opportunity for someone who enjoys being at the centre of a busy office, working closely with advisers and helping deliver a smooth, high-quality service to clients.
You’ll support two advisers and a small support team, playing an important role in keeping the day-to-day running of the business organised and efficient. It’s a varied role where you’ll be trusted to take ownership of administrative tasks and help ensure everything progresses smoothly for both advisers and clients.
The Role
As an IFA Administrator, you’ll be:
*Supporting two financial advisers with day-to-day administration
*Processing tasks such as fund switches, rebalancing, and Letters of Authority
*Preparing and managing client documentation
*Keeping adviser workflows organised and on track
*Liaising with providers and ensuring cases progress smoothly
*Helping maintain a high standard of service for clients
What You’ll Bring
*At least 2 years’ experience as an IFA Administrator, or in a similar role
*A strong financial services administrator who enjoys a busy role
*Organised, proactive and confident handling technical tasks
*Someone who works well independently but also enjoys being part of a small team
*A positive, reliable presence in the office
What’s On Offer
*Salary to £37,000
*Profit-related bonus
*Workplace pension
*Life cover and healthcare
*Generous holiday allowance
*On-site parking
*A supportive, friendly working environment
This is a fantastic opportunity for an IFA Administrator to join a small, well-run firm where your work will genuinely make a difference and where you’ll be a valued part of the team.
If this role is of interest, please send your CV to Harry at Financial Divisions