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IFA Administrator - Tunbridge Wells

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Blakemore Recruitment
📍 Tunbridge Wells, United Kingdom
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Location Tunbridge Wells
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Posted June 12, 2026
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Commute Local Area
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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

We are currently recruiting for a Chartered Financial Planning practice based in Tunbridge Wells who are looking to recruit an IFA Administrator to join their team.

ROLE

  • Acting as point of contact between clients, advisers and third-party product providers

  • Establishing and maintaining electronic client files

  • Processing new business applications, maintaining accurate information and recordings transactions

  • Sourcing quotations, illustrations and supporting documentation

  • Preparing valuations, reports and material for client meetings

  • Ensuring that all work adheres to the firm’s compliance procedures

  • Follow established procedures, systems and templates for processing work

  • Act on own initiative to ensure workload is prioritised in a timely manner

  • Dealing with post and answering the phone

    • PERSONAL

  • To maintain and increase technical knowledge and abilit...

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    📍 Location Details

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    City
    Tunbridge Wells
    🗺️
    Country
    United Kingdom
    🚗
    Commute
    Local Area

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