IFA Adminisrator

IFA Administrator

Maidstone | Hybrid Working (3 Days Office-Based: Monday, Wednesday & Thursday)
9:00am - 5:00pm | Monday to Friday
£30,000 - £32,000 + Benefits

Join a Growing Wealth Management Firm

Are you an experienced IFA Administrator looking for your next challenge with a forward-thinking and supportive Financial Planning firm?

Our client is a highly respected Wealth Management practice with an excellent reputation for both client service and employee development. Due to continued growth, they are seeking a proactive, organised and detail-focused IFA Administrator to become a key part of their team.

This is an excellent opportunity for someone who thrives in a busy environment, enjoys working collaboratively with Advisers, and takes pride in delivering exceptional administrative support.

Essential Requirements

Experience working within an IFA / Financial Planning environment

Experience using Intelligent Office (IO) is ideal
Strong understanding of Financial Planning processes
Excellent organisational and time management skills
High attention to detail and accuracy
Strong communication skills, both written and verbal

Working closely with one Financial Adviser , you'll provide comprehensive administrative support across a range of client and business activities, including:

Processing new and existing business
Preparing client review documentation
Producing compliance and provider paperwork
Managing fund switches and plan withdrawals
Obtaining valuations and provider information
Responding to client enquiries professionally and efficiently
Maintaining accurate client records on Intelligent Office
Supporting advisers throughout the client journey
Ensuring all work is completed in line with FCA and company procedures

The ideal candidate will be

Highly organised and methodical
Able to prioritise a busy workload effectively
Comfortable working independently and as part of a team
Confident using financial services systems and Microsoft Office
Professional, articulate and client-focused
Committed to delivering high-quality work

If you're an experienced IFA Administrator with Intelligent Office expertise and you're looking for a role where your skills will be valued and developed, we'd love to hear from you.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application