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Financial Administrator (IFA) - Ashford, Kent

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Artemis Recruitment Consultants
📍 Ashford, United Kingdom
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Location Ashford
📅
Posted June 19, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

Financial Administrator (IFA) - Ashford, Kent

Key Responsibilities:

  • Supporting the businesses financial advisers with administration/support duties relating to a range of Investments and

  • Pensions, including SIPP providers and pension drawdown cases.

  • Preparing and maintaining client files and annual review packs, including valuation statements.

  • Client liaison and responding to client requests.

  • Using providers platforms to complete transactions and request policy information.

  • Adherence to GDPR regulations and client confidentiality.

    • Looking for a candidate: 

  • Understanding of the Financial Planning process.

  • Able to work within defined business processes.

  • Ability to achieve agreed outcomes without supervision.

  • Able to prioritise and plan own workload.

  • Excellent inter-personal skills, both written and verbal.

  • Ab...

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    📍 Location Details

    🌆
    City
    Ashford
    🗺️
    Country
    United Kingdom
    🚗
    Commute
    Local Area

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