Job Description
* Senior Financial Administrator
* Maidstone/Kings Hill (Kent)
* IFA Firm £35,000 - £40,000 - boutique wealth planning business
* Knowledge of Intelligent Office is very advantageous
My client is a wealth planning firm whom I have placed 2 staff with in the past. They have a truly holistic approach to their advice offering and they get to know their clients really well and on both a professional and personal level.
The MD has a long standing reputation as a sought after Adviser working with retirees and families across Surrey, Sussex, Kent and London. The most loyal families who the MD looks after have been taking advice for over 10 years. They offer advice on Pensions, Investments, Tax Planning, IHT, Retirement Planning, Trusts, Mortgages and some Protections on cases between £250k - £1m 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 Financial Administrator. The role will be office based in Maidstone/Kings and you will be supporting the Adviser with comprehensive end to end administration support and some basic paraplanning. You will be working alongside 2 other Administrators/Paraplanners. 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 Quilter platform will be highly advantageous. If you wish to undertake any studies towards your level 4 diploma my client will offer study support and training with some basic exposure to paraplanning but the role will be suitable for a long term Administrator. A very secure and rewarding role is on offer, with an excellent benefits package and bonus structure. You will receive a £35k - £40k basic salary depending on experience with a comprehensive benefits package.
For more details please contact Peter Fozard at Financial Divisions.