Join a Growing, Supportive Advice Team!
Are you experienced, organised, and looking to make an impact in a growing firm where your work truly matters? If so, we'd love to hear from you.
Based in Westerham, Kent | Full-time | Office-based | £28,000 - £35,000 depending on experience
We're looking for an experienced Financial Administrator to join our friendly and professional team at Trevor Downing Financial Management - a well-established independent financial advice firm with over 35 years' history supporting clients across Surrey and Kent.
You'll be joining a collaborative team that includes four Financial Advisers, two other Administrators, and outsourced Paraplanners. This role is central to the smooth running of our advice process - ideal for someone organised, proactive, and confident managing a busy workflow with accuracy and care.
Role Summary
This new position provides essential administrative support across the advice team and acts as the key coordinator for annual reviews and managing Letters of Authority (LOAs).
You will own specific recurring workflows and be expected to manage them end-to-end with limited supervision.
Core Responsibilities:
1. Managing the full LOA process - submitting, tracking, chasing, and liaising with providers
2. Maintai...