IFA Administrator

IFA Administrator

Maidstone, Kent | Full-Time | Office-Based
Salary: Competitive, dependent on experience

Reed Business Support is delighted to be working in partnership with a well-established financial planning firm based in Maidstone, who are looking to recruit a proactive and detail-oriented IFA Administrator to join their growing team.

This is a fantastic opportunity for someone with a background in financial services administration who is looking to develop their career in a supportive and professional environment.

About the Role:

As an IFA Administrator, you will play a key role in supporting financial advisers and paraplanners with a range of administrative tasks, including:

• Preparing and processing new business applications
• Maintaining accurate client records and ensuring compliance with FCA regulations
• Liaising with clients, providers, and internal teams
• Supporting the preparation of client review packs and reports
• Managing documentation and updating CRM systems

• Previous experience in an IFA or financial planning environment
• Strong organisational skills and attention to detail
• Excellent communication and client service skills
• Confident using financial platforms and CRM systems
• A proactive and professional approach

• A competitive salary package
• A collaborative and supportive team culture
• Opportunities for professional development and training
• Convenient Maidstone location with good transport links

Please note: This is a full-time, office-based role. Candidates must live within a commutable distance to Maidstone.