FINANCIAL ADMINISTRATOR (IFA) - ASHFORD, KENT

Key Responsibilities:

• Supporting the businesses financial advisers with administration/support duties relating to a range of Investments and
• Pensions, including SIPP providers and pension drawdown cases.
• Preparing and maintaining client files and annual review packs, including valuation statements.
• Client liaison and responding to client requests.
• Using providers platforms to complete transactions and request policy information.
• Adherence to GDPR regulations and client confidentiality.

Looking for a candidate: 

• Understanding of the Financial Planning process.
• Able to work within defined business processes.
• Ability to achieve agreed outcomes without supervision.
• Able to prioritise and plan own workload.
• Excellent inter-personal skills, both written and verbal.
• Ability to multi-task and prioritise effectively.

Essential Skills include:

• To be a logical thinker that uses initiative
• Excellent attention to detail
• A knowledge of financial services
• Experience with Intelligent Office

Benefits include:

• Salary depending on experience & qualifications
• Company pension scheme
• 26 days holiday
• Holiday purchase scheme
• Yearly bonus
• Free parking
• Life insurance