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. 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.

Qualifications

• Experience working in a Financial Advice firm is advantageous.
• Reliable individual with workload management ability.
• Motivated, friendly, and professional demeanor.

Responsibilities

• Act as the point of contact for client queries.
• Prepare client review packs and handle enquiries.
• Maintain client records accurately and compliantly.

Skills

Outstanding communication skills

Analytical and problem-solving skills

Ability to manage and prioritise workloads

Flexibility/adaptability to cope with change

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

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.