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Our Kent-based client is seeking a Financial Administrator with aspirations to progress their career in financial wealth services. This well-established firm has been providing straightforward independent financial advice in the Kent area for many years, earning a solid reputation with clients and local professional services firms, resulting in a steady stream of new business enquiries.
The firm offers a holistic, non-jargon-based approach to financial advice, understanding clients on both professional and personal levels. As a privately owned firm of independent Financial Advisers, they focus on investments, retirement planning, protection, intergenerational guidance, and IHT. Due to organic growth, they are now seeking a Financial Administrator interested in advancing to an advisory role.
As a Financial Administrator, you will play a crucial role in supporting qualified advisers and ensuring the smooth operation of the firm. Your responsibilities will include coordinating and managing client meetings, ensuring efficient scheduling and preparation. You will assemble suitability report packs, ensuring all regulatory and internal firm requirements are met. Prompt and compliant submission of new business applications will be a key part of your role, along with overseeing pipeline business to ensure smooth and efficient processing. Maintaining accurate records on the firm’s back-office system will be essential, as well as screening and managing the adviser’s email, post, and calls to handle enquiries efficiently. Additionally, you will conduct product and solution research, write and review reports, design report templates, and assist with compliance and money laundering functions. Your ability to conduct file audits, obtain illustrations from product providers, and complete and issue client application forms and illustrations will contribute to the success of the firm.
This is a fantastic opportunity for someone with a solid background in financial administration, excellent organisational skills, and a keen eye for detail. They seek individuals with flexibility, a positive attitude, and a strong team ethos. If you are looking to grow your career in a supportive and progressive environment, we encourage you to apply.
To discuss this Financial Administrator opportunity further, please contact Joanna Clark.
