IFA Administrator

mbf; Maidstone; Hybrid; GBP 27,000 - 32,000; Full time

Job summary

A respected wealth management firm in Maidstone is seeking a Financial Planning Assistant to support their Financial Planning team. This hybrid role combines three days in the office and two days working from home. Candidates should have a strong client-service mindset and relevant experience in financial planning. Full support towards professional qualifications is provided. The salary is up to £32,000 with an annual discretionary bonus and an excellent benefits package.

Benefits

Up to £32,000 salary

Annual discretionary bonus

Excellent benefits package

Hybrid working (3 days office / 2 days home)

Qualifications

• Experience as a Financial Planning Assistant or Administrator.
• Desire to develop within a high-quality advisory environment.

Responsibilities

• Support Financial Planners with day-to-day administration.
• Build and maintain strong client relationships.
• Maintain accurate client records.

Skills

Client service mindset

Strong communication skills

Job description

Financial Planning Assistant

Maidstone, Kent | Hybrid Working

We are currently working with a well-established and highly respected wealth management firm in Maidstone, Kent, who are looking to recruit a Financial Planning Assistant to join their growing Financial Planning team.

This is an excellent opportunity to join a professional, forward-thinking organisation with a strong presence across the UK, providing advice to HNW and UHNW clients and known for its high standards of client service.

The role offers a hybrid working pattern, with three days per week office-based and two days working from home.

The Role

You will support Financial Planners with day-to-day administration and client servicing, playing a key role in delivering excellent outcomes for clients.

Key responsibilities include:

• Working closely with aligned Financial Planners to deliver high-quality client service
• Building and maintaining strong client relationships
• Maintaining back-office systems and accurate client records
• Requesting policy information from third-party providers
• Liaising with internal operational teams as required
• Preparing meeting packs and client valuations

The Person

This role would suit an experienced and professional Financial Planning Assistant or Administrator with a strong client-service mindset and a desire to develop within a high-quality advisory environment. Full support towards further professional qualifications is provided.

Package

• Salary up to £32,000
• Annual discretionary bonus
• Excellent benefits package
• Hybrid working (3 days office / 2 days home)