IFA Administrator

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

Job summary

A boutique Wealth Management firm in Maidstone is seeking a Financial Planning Administrator to provide support to advisers and ensure high-quality financial advice for clients. Responsibilities include managing pre-sale and post-sale administration, preparing for meetings, and maintaining client files. The ideal candidate has 1-2 years of experience in a financial planning environment, excellent communication skills, and a keen attention to detail. Opportunities for progression to Paraplanner or Senior Administrator roles are available.

Qualifications

• Minimum of 12 months - 2 years’ experience in a Financial Planning Advisers environment.
• Understand the financial planning process.
• Ability to interpret data.

Responsibilities

• Provide financial planning support to advisers and paraplanners.
• Prepare for client meetings and manage pre-sale/post-sale administration.
• Assist with general administration duties.

Skills

Excellent written and communication skills

Analytical skills

Attention to detail

Ability to work independently

Teamwork

Education

GCSE English & Maths (C or above)

Job description

We are currently recruiting for a boutique Wealth Management firm in Maidstone who are looking to recruit a Financial Planning Administrator

Job Overview

To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice. Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible. The opportunity for progression into a Paraplanner or Senior Administrator role in the future.

Responsibilities and Duties

• Presale administration completed, adding clients’ information to intelligent office database, Creating and updating Wealth Report
• Prepare and gather information LOAs and Policy information checklists
• Meeting prep undertaken and presented to adviser ready for client meetings.
• Basic report writing, to include Fund Switches, Reviews, New money etc
• Basic research undertaken, using FE, Defaqto, Cashcalc, etc
• New Business and Review Case administration, submission of applications to providers, online and complete manual application forms, ensure case is in force as soon as possible.
• Prepare and maintain client files, including meeting compliance standards
• Assist specialist paraplanner with investment strategy administration where required.
• Assist with general administration duties when colleagues are absent.

Qualifications Essential

• Minimum of 12 months - 2 years’ experience in a Financial Planning Advisers environment
• GCSE English & Math’s (C or above)
• Understand the financial planning process
• Excellent written and communication skills
• Analytical and ability to interpret dataMeticulous attention to detail
• Happy to work independently and as part of a team

Desired

• Ability to prioritise and plan own workload
• Desire to progress to Paraplanner or Senior Administrator role in future
• Working towards Industry recognised exams, Level 4 (CII or LIBF)