Financial Planning Administrator – IFA (Maidstone)

About the role

We are seeking an experienced Financial Planning Administrator to join a well‑established Independent Financial Advice firm in Maidstone. You will provide comprehensive administrative support to financial advisers, ensuring smooth processing of new and existing business while maintaining a high level of client service.

Key responsibilities

• Online processing of new business applications for pensions, investments and protection.
• Liaising with product providers and platforms.
• Servicing and maintaining existing client portfolios.
• Producing illustrations, comparison quotations and pre‑populating applications.
• Processing Letters of Authority and updating client portfolios for annual reviews.
• Managing adviser diaries and scheduling appointments.
• Handling ad‑hoc administrative tasks and greeting clients and visitors.

Required profile

• Recent experience as an IFA or Financial Planning Administrator.
• Professional, articulate and well‑presented.
• Strong organisational skills and ability to manage a busy workload.
• Excellent attention to detail with strong numeracy and accuracy.
• Confident communicator, both written and verbal.
• Ability to work independently and as part of a team.

Required skills

• Microsoft Office
• Excel

What we offer

• Salary of £40,000 per year.
• Stable, long‑term career opportunity in a growing business.
• Supportive, professional team environment and modern office setting.