We are looking for a highly motivated and experienced Technical Administrator, with a Level 4 Diploma in Financial Planning, to join our Sevenoaks team.
In this role, you will provide vital support to both our Financial Advisers and Paraplanners. These will include attending client meetings, conducting research, preparing client recommendations, liaising with clients, and building strong provider and third-party relationships.
Undertake research and analysis to meet client needs and objectives, including cashflow modelling.
Support the Financial Advisers in preparing and presenting client financial plans, including completing illustrations and applications for new business.
Attend client meetings with Financial Advisers when required.
Prepare simple wealth suitability reports on behalf of the Financial Advisers including obtaining illustrations and application paperwork.
Has excellent attention to detail with experience of compliance and risk management.
Is dedicated to maintaining internal quality standards to ensure right first time.
Will undertake continuous professional development to meet regulatory requirements and personal development needs.
Is determined to keep up to date with legislative and industry changes which affect the business, it’s clients and the role of the Financial Adviser(s) within the business.
Training and development in a supportive and caring environment.
~ Participation in a company share option scheme.
~ Salary sacrifice EV car scheme.
~ Contributory pension.
~ Eye care vouchers.
~ Hybrid working.
~23 days holiday.
~4 additional ‘Life Happens Days’ to cover any unexpected emergencies.
~ An extra day’s holiday on your Birthday.