Financial Administrator

Artemis Recruitment Consultants; Ashford; On-site; GBP 60,000 - 80,000; Full time

Job summary

A recruitment consultancy in Ashford is seeking a Financial Administrator to support financial advisers with various administrative tasks. The ideal candidate will have excellent attention to detail, strong interpersonal skills, and a knowledge of financial services. This role includes preparing client files, liaising with clients, and ensuring compliance with regulations. Benefits include a competitive salary, a pension scheme, and additional perks such as holiday purchase and a yearly bonus.

Benefits

Company pension scheme

26 days holiday

Holiday purchase scheme

Yearly bonus

Free parking

Life insurance

Qualifications

• 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.

Responsibilities

• Supporting financial advisers with administration duties.
• Preparing client files and annual review packs.
• Client liaison and responding to requests.
• Using platforms to complete transactions.
• Ensuring adherence to GDPR regulations.

Skills

Interpersonal skills

Logical thinking

Attention to detail

Ability to multi-task

Tools

Intelligent Office

Job description

Financial Administrator (IFA) – Ashford, Kent

Key Responsibilities :

• Supporting the business’ 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.

Looking for a 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 interpersonal skills, both written and verbal.
• Ability to multi‑task and prioritise effectively.

Essential Skills include :

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

Benefits include :

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

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