About

IFA Administrator Location: Kent/East Sussex Salary: £25,000 – £30,000 (DOE) Employment Type: Full-time, Permanent About the Role We’re supporting a well-established and growing Independent Financial Advisory (IFA) firm in their search for a motivated and detail-driven IFA Administrator. This is an excellent opportunity for someone looking to kick-start their career in financial services and develop within a professional, client-focused environment. As an IFA Administrator, you’ll provide essential administrative support to Financial Advisers, ensuring the smooth delivery of high-quality advice and outstanding client service. Key Responsibilities Provide day-to-day administrative support to the IFA teamPrepare and process new business applicationsUpdate and maintain client records and back-office systemsLiaise with clients, providers, and colleagues by phone and emailRequest and chase valuations, fact-finding documents, and policy informationAssist with preparing client review packs and documentationEnsure all work is completed accurately and in line with compliance requirements About You Strong attention to detail and excellent organisational skillsConfident communicator with a professional telephone mannerAble to manage a busy workload and prioritise tasksProficient with Microsoft Office (Word, Excel, Outlook)A team player with a proactive and positive attitudePrevious experience in financial services is beneficial but not essentialA genuine interest in progressing within the IFA/wealth management sector What’s On Offer Full training and career development pathwaysSupport toward industry qualificati