Financial Administrator (IFA) - Ashford, Kent

Artemis Recruitment Consultants Ltd; Ashford; On-site; GBP 25,000 - 30,000; Full time

Job summary

A recruitment agency in financial services is seeking a Financial Administrator in Ashford to support financial advisers with administration tasks. The ideal candidate will manage client files, respond to inquiries, and maintain compliance with GDPR regulations. Essential skills include logical thinking, attention to detail, and knowledge of financial services. The role offers competitive salary depending on experience and benefits like pension, holidays, and life insurance.

Benefits

Salary depending on experience & qualifications

Company pension scheme

26 days holiday

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.
• Excellent inter-personal skills, both written and verbal.
• Ability to multi-task and prioritise effectively.

Responsibilities

• Support financial advisers with administration and support duties.
• Prepare and maintain client files and annual review packs.
• Liaise with clients and respond to their requests.
• Complete transactions and request policy information using platforms.
• Adhere to GDPR regulations and maintain client confidentiality.

Skills

Logical thinker using initiative

Excellent attention to detail

Knowledge of financial services

Experience with Intelligent Office

Job description

Type of Position: Financial Administrator (IFA) - Ashford, Kent
Pay: £30,000
Reference: #3315442

Key Responsibilities:

• 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.

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 inter-personal 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
• Yearly bonus
• Free parking
• Life insurance

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