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- Financial Administrator
- Near Sevenoaks (Kent)
- Up to £40,000 basic salary plus atractive benefits
- Chartered IFA firm
My client is a financial advice firm whom I have met and placed 3 staff with in the past. They have a truly holistic approach to their advice offering and they get to know their clients (who are all local people) really well and on both a professional and personal level and get involved in local community events.The MD has a long-standing reputation and one of the most respected Chartered Financial Planners in the industry over many years. The most loyal clients have been taking advice from them for over 10 years. They offer advice on Pensions, Investments, Tax Planning, IHT, Retirement Planning, Trusts, Mortgages and some Protections to clients with between £250k - £5m of investable assets who are primarily families, retirees and some small business owners.The Director is creating a brand-new role within the business for an experienced IFA Administrator with lots of experience doing end to end administration. The role will be office based in near Sevenoaks and you will be supporting the Advisers with comprehensive end to end administration support. Once you are up and running there will be some opportunities to work from home. You will be drafting LOA’s, LOV’s, speaking to providers and being the first point of contact for all external stakeholders, managing diaries, managing the internal IT systems and all other admin support to ensure the smooth running of the admin team. Knowledge of Intelligent Office CRM and the Aviva Platform will be highly advantageous.If you wish to undertake any studies towards your level 4 diploma the Directors will offer study support and training with some basic exposure to paraplanning, but the role will be suitable for a Career Administrator. A very secure and rewarding role is on offer, with an excellent benefits package and bonus structure. You will receive a £30k - £40k basic salary depending on experience with a comprehensive benefits package.If this role sounds of interest or any other administration roles I am working on please get in touch.
