Back to search
One of the oldest Wealth Management companies based in Maidstone is seeking a Senior Administrator, paying up to 40,000, to join their ambitious and growing team.
This is a really great time for someone to join the firm, as they are going through an exciting period of change and development as well as acquisitions. In turn this means you will have exposure to develop your experience and administration skills as well as in time progress into an office manager to support the team.
Duties will include the following:
- Collaborate with Financial Advisers and colleagues to process new and existing business
- Provide full administrative support in accordance with established processes
- Conduct client reviews and assist with necessary documentation
- Process new business applications and ensure compliance requirements are met
- Prepare compliance and provider documentation as needed
- Handle fund switches and plan withdrawals efficiently
- Obtain fund values from providers and maintain accurate records
- Respond to client queries in a timely and professional manner
The ideal candidate will come from an IFA background and have experience with Intelligent Office (IO). You must have a real can-do attitude with ambition to push your career further. The firm will support development with paid training and external management qualifications. This is a great opportunity for the right candidate!
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
