Administrator (Financial Services)

IFA Administrator, Kent. Up to £35,000 plus benefits.

We are working with a well-established IFA based in Kent who are looking for an experienced Administrator with previous experience gained within Financial Services in an Administration role.
Operating for over 30 years, with 30+ staff, you will work in a team of 5, supporting a team of Paraplanners and Financial Advisers. Opportunity to further progress and develop your career within Financial Services is available.

The role:

• Administration and maintenance of client files
• Processing new business applications using various platforms
• Ensuring that financial transactions are completed correctly & compliantly
• Assist with preparing for client review meetings
• Administration and maintenance of company records
• Play a role in developing their back-office system
• Liaising with product and system providers
• Fee and commission reconciliation
• File audits as required

To apply:

• You must have previous experience gained in Financial Services preferably within an IFA.
• Strong communications skills, able to demonstrate the ability to interact with colleagues and clients clearly and concisely.
• Customer focused. Ensuring the customer is always provided with the highest possible service.
• Solid working experience of Word, Excel & Outlook.
• Experience working with Quilter Transact and/or Fidelity Platforms is desirable.

For further information about this and many other great opportunities in Financial Services, please contact Synchronicity Wealth.