Ifa Administrator

IFA Administrator - Sittingbourne

Salary: £30,000 - £35,000 (DOE)

About the Role

We are seeking an experienced IFA Administrator to join a well-established financial advisory practice based in Sittingbourne. This is a fantastic opportunity for someone with strong organisational skills and a proactive approach, looking to take the next step in their admin career within the financial services sector.

You will play a key role in supporting Advisers and Paraplanners by handling daily administrative duties, processing new business, managing annual review packs, and providing excellent client service.

Key Responsibilities

• Managing day-to-day administrative tasks
• Processing new business submissions efficiently and accurately
• Preparing and maintaining annual review documentation
• Handling inbound phone calls and client enquiries
• Ensuring all client records are kept up to date
• Supporting the wider team with general operational tasks

What We're Looking For

• 2-3 years' IFA administration experience (essential)
• Strong attention to detail and excellent organisational skills
• A friendly, professional telephone manner
• Able to work effectively as part of a team
• Willingness to travel to a semi-rural office location

Benefits

• 20 days' holiday + bank holidays
• Holiday accrual incentive scheme
• 4% employer pension contribution
• 2x death-in-service benefit
• AA car cover - including international cover

If you'd like to be considered for the role, please apply with your CV.