Financial Administrator (Financial Planning/Wealth Management)
Sevenoaks, Kent
Up to £42,000 plus bonus and excellent benefits
The Opportunity
Excellent opportunity to join a well established independent Wealth Management firm in central Sevenoaks. As they continue to grow, they are looking to appoint a capable and experienced Financial Administrator who is seeking a long-term career in financial services administration.
The Role
This is an exciting opportunity for a detail-oriented and proactive individual who enjoys supporting financial advisers and clients in a professional and client-focused environment. Your will play a key role in the smooth day-to-day running of the administrative functions, ensuring that client records are accurate, regulatory requirements are met, and service standards are consistently high.
As an experienced Financial Administrator in Wealth Management Administrator, you duties will include (but are not limited to):
* Providing full administrative support to the advisers and paraplanners.
* Processing new business applications across pensions, investments, protection, and other financial products.
* Liaising with product providers to obtain valuations, policy information, and track application progress.
* Maintaining accurate and up-to-date client records on internal systems ( Intelligent Office, FE analytics, Genovo, selectapension).
* Handling client queries efficiently and professionally, both via email and telephone.
* Preparing and managing documentation for client meetings and annual reviews.
* Ensuring compliance with FCA regulations and internal procedures.
* Support with general office tasks and contributing to a well-organised working environment.
About you
* You will posess a minimum 2 years’ experience in a financial services administration role (ideally within an IFA or financial planning firm).
* Strong understanding of financial products including pensions, ISAs, life insurance, and investments.
* Excellent organisational and time management skills.
* Strong attention to detail and accuracy.
* Confident communicator, both written and verbal.
* Comfortable working independently and as part of a close-knit team.
* Proficiency in Microsoft Office and experience with financial planning software (Intelligent Office) desirable.
In summary
This position represents an excellent opportunity to join a well regarded boutique firm in their field of expertise where you can play a major part in the administration of the business. This will enable you to build on your existing skills and knowledge and enjoy a long term, rewarding role within a supportive and encouraging environment
If this is opportunity is of interest, please either call Jim Maddison on 07976 428618 or send a copy of your CV to