IFA Admin & Client Relations Specialist

Bond Recruitment Ltd; Maidstone; On-site; GBP 25,000 - 35,000; Full time

Job summary

A national financial advisory firm is seeking an IFA Administrator for their Maidstone office. In this pivotal role, you will handle client queries regarding pensions and investments, prepare client review packs, and support back office duties. The ideal candidate should possess exceptional communication skills, experience in financial advice, and proficiency in office software. This position offers a supportive team environment, making it essential for effective client relationship management.

Qualifications

• Strong communication skills are essential for handling client queries.
• Experience in the financial sector, especially regarding pensions and investments.
• Proficiency in standard office software is required.

Responsibilities

• Handle client queries regarding pensions and investments.
• Prepare client review packs and support back office duties.
• Maintain accurate client records.

Skills

Exceptional communication skills

Experience in financial advice

Proficient in office software

Job description

A national financial advisory firm is seeking an IFA Administrator for their Maidstone office. In this pivotal role, you will handle client queries regarding pensions and investments, prepare client review packs, and support back office duties. The ideal candidate should possess exceptional communication skills, experience in financial advice, and proficiency in office software. This position offers a supportive team environment, making it essential for effective client relationship management.