Ifa Administrator - Westerham - Hybrid working available

Reed; Westerham; Hybrid; GBP 28,000 - 38,000; Full time

Job summary

Reed is seeking an IFA Administrator in Westerham, Kent, with hybrid working. You will provide comprehensive administrative support to Financial Advisers and Paraplanners, ensuring a smooth client journey through the full advice process.

You will manage client records, prepare review packs, handle new business applications across pensions, investments and protection, and maintain FCA-compliant documentation with CRM and provider systems.

Qualifications

• Previous experience within an IFA, Wealth Management, or Financial Planning environment.
• Strong understanding of pensions, investments, and protection products.
• Experience processing new business and servicing existing clients.
• Familiarity with industry platforms and provider systems.
• Excellent organisational skills with the ability to prioritise workload effectively.
• Strong attention to detail and accuracy.
• Confident communication skills, both written and verbal.
• Proficiency in Microsoft Office, particularly Outlook, Word, and Excel.
• Experience using CRM systems such as Intelligent Office would be advantageous.

Responsibilities

• Providing administrative support to Financial Advisers and Paraplanners.
• Preparing client review packs and meeting documentation.
• Processing new business applications across pensions, investments, protection, and retirement planning.
• Obtaining policy information and valuations from providers.
• Managing client records and ensuring all information is accurately maintained on the CRM system.
• Liaising with clients, providers, and professional introducers.
• Chasing outstanding requirements and monitoring business pipeline progress.
• Preparing suitability report packs and supporting documentation.
• Scheduling client meetings and managing adviser diaries. Ensuring all work is completed in line with FCA compliance requirements.
• Assisting with ongoing servicing and annual review processes.

Skills

Wealth management

Pensions & investments

New business processing

Industry platforms

Organisation

Attention to detail

Communication skills

MS Office

Intelligent Office

Tools

Intelligent Office

Job description

IFA Administrator

Westerham, Kent (Hybrid Working Available) Competitive Salary + Benefits Full Time, Permanent

About the Company

Our client is a well-established and highly respected independent financial planning firm based in Westerham. With a strong reputation for delivering exceptional client service and tailored financial advice, they are looking to expand their support team with the addition of an experienced IFA Administrator.

This is an excellent opportunity to join a friendly, professional, and collaborative environment where employee development is encouraged and work-life balance is valued through a hybrid working arrangement.

The Role

As an IFA Administrator, you will provide comprehensive administrative support to Financial Advisers and Paraplanners, ensuring clients receive a seamless and efficient service throughout their financial planning journey.

You will play a key role in supporting the advice process from initial enquiry through to policy implementation and ongoing servicing.

Key Responsibilities

• Providing administrative support to Financial Advisers and Paraplanners.
• Preparing client review packs and meeting documentation.
• Processing new business applications across pensions, investments, protection, and retirement planning.
• Obtaining policy information and valuations from providers.
• Managing client records and ensuring all information is accurately maintained on the CRM system.
• Liaising with clients, providers, and professional introducers.
• Chasing outstanding requirements and monitoring business pipeline progress.
• Preparing suitability report packs and supporting documentation.
• Scheduling client meetings and managing adviser diaries.Ensuring all work is completed in line with FCA compliance requirements.
• Assisting with ongoing servicing and annual review processes.

Skills & Experience Required

• Previous experience within an IFA, Wealth Management, or Financial Planning environment.
• Strong understanding of pensions, investments, and protection products.
• Experience processing new business and servicing existing clients.
• Familiarity with industry platforms and provider systems.
• Excellent organisational skills with the ability to prioritise workload effectively.
• Strong attention to detail and accuracy.
• Confident communication skills, both written and verbal.
• Proficiency in Microsoft Office, particularly Outlook, Word, and Excel.
• Experience using CRM systems such as Intelligent Office would be advantageous.

What's on Offer

• Hybrid working arrangement.
• Competitive salary dependent on experience.
• Generous holiday allowance.
• Pension scheme.
• Supportive and collaborative team environment.
• Ongoing professional development opportunities.
• Long-term career progression within a growing and successful financial planning practice.