Sales Support Administrator - Ashford

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

Job summary

A leading wealth management client is seeking an experienced administrator in Ashford. The successful candidate will support financial advisers and handle all aspects of financial services administration, ensuring efficient operations within a busy office. Strong IT skills and prior IFA admin experience are essential for this role, with an array of benefits offered.

Benefits

Excellent benefits

Qualifications

• 2 years IFA admin experience is essential.
• High degree of computer literacy required.

Responsibilities

• Administration and maintenance of client files.
• Developing use of back-office system.
• Fee and commission reconciliation.

Skills

Problem solving abilities

Intermediate internet skills

Intermediate Word skills

Intermediate Excel skills

Intermediate Outlook skills

Education

2 Years IFA admin experience

Tools

XPlan

Job description

Salary - £35,000

Location - Ashford

We are recruiting for our Wealth Management client who is seeking an experienced administrator with great IT skills and demonstrable problem-solving abilities for their busy Ashford office. The job entails all aspects of financial services administration. You will join a team of 12 supporting our growing team of 20 financial advisers.

2 Years IFA admin experience is essential, as is a high degree of computer literacy.

You would be working for an independently owned firm of independent financial advisers. It supports private individuals, companies, trusts, and charities with advice on wealth management, retirement, mortgages, and tax planning…

The Skills We are Looking for:

• Problem solving abilities
• At least intermediate internet, Word, Excel & Outlook skills
• Experience with XPlan is desirable but not essential

Duties:

• Administration and maintenance of client files
• Administration and maintenance of company records
• Developing our use of our back-office system
• Liaising with system providers
• Fee and commission reconciliation

Some excellent benefits are on offer.

Does this role interest you? Please apply or get in touch for more information.