IFA Admin & Client Services 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. The role involves handling client queries regarding pensions and investments, as well as general office administration. Key responsibilities include preparing client review packs, supporting back office duties, and maintaining accurate client records. The ideal candidate should have exceptional communication skills, experience in financial advice, and be proficient in office software. This position offers a supportive team environment and is pivotal for client relationship management.