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Remote Role (Occasional Visits to Orpington Offices)
Are you an experienced financial administrator looking to advance your career while maintaining a strong work-life balance? This is a fantastic opportunity to join a dynamic and ethically driven Independent Financial Advisory firm that values personal growth and professional development. My client is seeking a dedicated and skilled Financial Administrator to become an integral part of their team. The role combines essential administrative responsibilities with a clear progression pathway to a Paraplanner position, all within a supportive, family-oriented environment.
Key responsibilities include managing workflows through financial CRM systems like Intelligent Office, effectively communicating with clients and providers, and coordinating client meetings to build strong professional relationships. Operationally, you’ll prepare compliance packs, review client documentation, identify process improvements, and provide personal assistant support such as organising internal meetings and supporting daily business operations.
The ideal candidate will have proficiency in financial systems like Intelligent Office or similar platforms, alongside excellent organisational, time management, and communication skills. A flexible, adaptable mindset and a focus on work-life balance are essential, as are strong ethics and attention to detail. This position is perfect for someone eager to grow professionally within a collaborative and inclusive team.
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 opportunity further, please email Joanna at Financial Divisions.
