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🥝 Financial Administrator (IFA) - Ashford, Kent

Artemis Recruitment Consultants | Ashford, United Kingdom | Posted June 19, 2026

Financial Administrator (IFA) - Ashford, Kent

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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