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Financial Administrator - £35k/£36k - Chartered IFA firm - Folkestone

Financial Divisions
Posted 20 hours ago, valid for a month
Location

Folkestone, Kent CT18 7RH, England

Salary

£28,000 - £43,200 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position available is for a Financial Administrator at a Chartered IFA firm in Folkestone, offering a salary between £30k and £36k, negotiable based on experience.
  • The firm has a strong reputation for providing exceptional financial advice to high-net-worth clients and has maintained a low staff turnover and high satisfaction among employees.
  • The successful candidate will work in a collaborative environment, handling end-to-end administration for a range of market products.
  • Applicants are preferred to have experience in financial administration, with knowledge of Intelligent Office and various platforms being advantageous, though training will be provided.
  • The role offers 25 days of annual leave plus bank holidays, totaling 33 days, and requires candidates to have relevant experience in the field.

Financial Administrator - £35k/£36k - Chartered IFA firm - FolkestoneMy client, who has offices across Kent with a highly experienced team of Employed Chartered Advisers are a Chartered wealth planning practice who have been operating for over 25 years. I have placed 3 members of staff in the business, and they maintain a very high level of staff satisfaction and low turnover. My client has an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees, accumulators, business owners and families across Kent, Sussex & London. The business has its own DFM and investment portfolios and they do have an advice proposition for corporate clients. I am speaking directly to the Managing Director. Business is busier than ever with a growing number of new queries coming into their inboxes through referrals and recommendations and therefore do not need to do any marketing activities.The business has always maintained its independence operating as a stand alone wealth management business and has not joined any large networks. The business has grown organically via recommendation and referral as opposed to acquisition. As a result of this ongoing success, a brand-new vacancy has been created by the Managing Director for an experienced Financial Administrator. You will be working in a pooled environment of other administrators conducting end to end administration on whole of market products. Knowledge of Intelligent Office and a variety of platforms will be highly advantageous for the role, but training will be provided. • Salary: £30k - £36k (negotiable)• 25 days annual leave + bank holidays (33 days)• 37.5 hours per week (8.30 to 5 with hour for lunch)• Full benefits packageIf this role sounds of interest or any other roles I am working on please get in touch. Contact Peter Fozard at Financial Divisions

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.