Job Information

We are recruiting for an experienced IFA Administrator for our Clients in Kent, a successful Wealth Management company.

You will be supporting a team of Administrators, Paraplanner and completing Administration tasks for Financial Advisors and Directors. This will include

• Valuations and producing Portfolio Reports
• Investment valuation reports, including SIPP drawdown analysis
• New business processing for HNW clients
• Administering clients` needs, including communicating with clients and providers where necessary and product research
• Production of standard Intelliflo reports
• Accurate maintenance of filing of client records
• Production of reports and quarterly product/fund research reports

Ideally you would have completed some Financial Services qualification and have a minimum of two years experience within an IFA.

A full job description can be provided on application.