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Westerham, Kent
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Financial Planning Administrator - Near Westerham/Sevenoaks (Kent) - Up to £35k

Financial Planning Administrator - Near Westerham/Sevenoaks (Kent) - Up to £35k

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Posted 23 days ago, valid for 8 days

Westerham, Kent TN161DE, England

Full Time

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Sonic Summary

The position is for a Financial Planning Administrator located near Westerham/Sevenoaks in Kent.
The role offers a basic salary of up to £35,000 along with a comprehensive benefits package.
Candidates should have experience working in IFA firms or restricted advice firms, ideally with prior administrative experience in financial services.
The responsibilities include drafting letters of authority, managing diaries, and being the first point of contact for external stakeholders.
The firm is open to providing study support for those wishing to pursue a level 4 diploma while offering a secure and rewarding work environment.

Financial Planning Administrator
Near Westerham/Sevenoaks (Kent)
Up to £35,000 basic salary
Comprehensive benefits package

My client is a financial advice firm whom I have placed 3 staff with in the past. They have a truly holistic approach to their advice offering and they get to know their clients (who are all local people) really well and on both a professional and personal level and get involved in local community events.

The MD has a long-standing reputation and one of the most respected Chartered Financial Planners in the industry over many years. The most loyal clients have been taking advice from them for over 10 years. They offer advice on Pensions, Investments, Tax Planning, IHT, Retirement Planning, Trusts, Mortgages and some Protections to clients with between £250k - £5m 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. My client will consider candidates from IFA firms or restricted advice firm. 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 database and all other admin support to ensure the smooth running of the admin team. Knowledge of Intelligent Office CRM and the Aviva 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 Career Financial Administrator. A very secure and rewarding role is on offer, with an excellent benefits package and bonus structure. You will receive a £30k - £35k basic salary depending on experience with a comprehensive benefits package.

If this role sounds of interest or any other administration roles I am working on please get in touch.

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