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Remote (with occasional access to local offices in the Chislehurst area)
Are you an experienced financial administrator looking for a role that combines career progression and work-life balance? This is an exciting opportunity to join a growing and ambitious Independent Financial Advisory firm that values ethical practices, personal development, and professional success.
My client is seeking a dedicated Financial Administrator to become an integral part of their team. This position not only involves day-to-day administrative responsibilities but also offers a clear progression pathway to a Practice Manager role within a supportive and family-friendly business environment. Key responsibilities include client administration, such as effectively communicating with clients and providers, managing workflows using financial CRM systems like Intelligent Office, and coordinating client meetings to build strong professional relationships. Operationally, the role requires preparing compliance packs, reviewing client documentation, and identifying process improvements to enhance efficiency. Additionally, the s The role offers a competitive salary of £30,000-£38,000, depending on experience, 25 days of annual leave, and flexible working hours to support personal commitments. Career progression is central to this opportunity, with sponsorship for financial qualifications and exams provided, along with pathways to senior roles like Paraplanner. The position is primarily remote, with occasional visits to the Orpington office.
This well-established firm is dedicated to fostering long-term client relationships and achieving ambitious growth targets. They are looking for a passionate professional to contribute to their success while advancing their own career. If you’re ready to take the next step in your financial administration journey, apply now and become part of a team that values and nurtures your potential. To discuss this successful candidate will handle personal assistant duties, including organising internal meetings and supporting daily business operations.
