IFA Administrator – Stable, Growth‑Oriented Financial Planning Role

Blakemore Recruitment; Chatham; On-site; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Modern office setting

Stable, long-term career opportunity

Supportive team environment

Job summary

An experienced Financial Planning Administrator is needed in Maidstone to support Financial Advisers with new and existing business, ensuring accuracy and high client service. You will handle illustrations, quotations, letters of authority, and maintain client portfolios, while coordinating adviser diaries and scheduling.

Ideal candidates have recent IFA/Financial Planning Administrator experience, be well-presented, numerate, detail‑oriented, and proficient in Microsoft Office and Excel; join a

Qualifications

• Recent experience working as an IFA / Financial Planning Administrator is essential.
• Strong numeracy and accuracy.
• Proficient in IT systems including Microsoft Office and Excel.

Responsibilities

• Process new business and client portfolios accurately and on time.
• Prepare illustrations, quotations and pre-populate applications.
• Liaise with product providers and platforms for new business.
• Maintain adviser diaries and schedule appointments.
• Support the wider team with ad hoc admin tasks.

Skills

Organisational skills

Attention to detail

Communication skills

Independent worker

Tools

Microsoft Office

Excel

Job description

An experienced Financial Planning Administrator is needed in Maidstone to support Financial Advisers with new and existing business, ensuring accuracy and high client service. You will handle illustrations, quotations, letters of authority, and maintain client portfolios, while coordinating adviser diaries and scheduling.

Ideal candidates have recent IFA/Financial Planning Administrator experience, be well-presented, numerate, detail‑oriented, and proficient in Microsoft Office and Excel; join a