IFA Administrator - Gillingham, Kent- Office-Based - to £37,000 + Generous Bonus Scheme
Our client, a friendly, boutique Independent Financial Advice firm near Gillingham is looking for an experienced IFA Administrator to join their close-knit team. This is a great opportunity for someone who enjoys being at the centre of a busy office, working closely with advisers and helping deliver a smooth, high-quality service to clients.You''ll support two advisers and a small support team, playing an important role in keeping the day-to-day running of the business organised and efficient. It''s a varied role where you''ll be trusted to take ownership of administrative tasks and help ensure everything progresses smoothly for both advisers and clients.The RoleAs an IFA Administrator, you''ll be:Supporting two financial advisers with day-to-day administrationProcessing tasks such as fund switches, rebalancing, and Letters of AuthorityPreparing and managing client documentationKeeping adviser workflows organised and on trackLiaising with providers and ensuring cases progress smoothlyHelping maintain a high standard of service for clientsWhat You''ll BringAt least 2 years'' experience as an IFA Administrator, or in a similar roleA strong financial services administrator who enjoys a busy roleOrganised, proactive and confident handling technical tasksSomeone who works well independently but also enjoys being part of a small teamA positive, reliable presence in the officeWhat''s On OfferSalary to £37,000Profit-related bonusWorkplace pensionLife cover and healthcareGenerous holi
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