Job Description
Benefits: Pension scheme, attractive benefits package
Holiday: 25 days annual leave + bank holidays
My client is a Chartered independent wealth planning firm with multiple offices across Kent. I have personally met the team and successfully placed nine members of staff with them. They provide whole-of-market financial advice to HNW retirees, accumulators, local families, and SME owners across Sussex, Kent, and London.
The firm currently manages c.2,000 clients with over £600m AUM, advising on portfolios ranging from £150k to £20m.
Advisers provide holistic advice across pensions, investments, tax planning, cashflow modelling, retirement planning, protection, and more specialist areas such as VCT and EIS schemes. The business benefits from longstanding relationships with accountancy and solicitor firms who regularly refer clients. Importantly, advisers are not driven by sales targets; the firm’s culture is centred on delivering high-quality advice and service rather than focusing solely on AUM growth.
The support function consists of an experienced, pooled team of Administrators and Paraplanners across two offices. Staff are actively encouraged to progress and develop through ongoing CPD and support with professional qualifications.
Due to continued growth, the Managing Director is creating brand-new opportunities for experienced IFA Administrators with a minimum of three years’ solid experience within an independent financial planning practice. A strong understanding of the full end-to-end administration process is essential.
You will work within a collaborative pooled team of junior and senior administrators, alongside an established paraplanning team. Experience with Intelligent Office is highly desirable, as is familiarity with platforms such as Novia, Fidelity, Transact, and Aviva.
If this opportunity is of interest — or you would like to hear about other roles I am currently recruiting for — please get in touch with Sam at Financial Divisions.