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Financial Planning Administrator

Financial Divisions

BRAND NEW ROLE - Senior Financial Administrator - Maidstone (Kent)

  • Maidstone offices (Kent)
  • Boutique financial planning practice
  • Up to £40,000 basic salary plus bonuses
  • 4 days in the office per week with early finish on Fridays
  • Supporting 2 established financial advisers
  • Conducting end-to-end admin and basic report writing
  • Working with retirees, families, city professionals and business owners
  • Business mix: pensions, investments, tax planning, retirement planning
  • Average client has £300k - £500k invested
  • 20 clients with above £1m invested
  • Assisting with 500 Kent based clients
  • Knowledge of Intelligent Office is highly advantageous
  • Platforms: Aviva, AJ Bell, Transact, Quilter amongst others
  • Pension contribution, Parking, 24 days holiday, DIS, Private medical cover, life cover, income protection

If you're an experienced financial planning administrator and seeking a new opportunity and this role sounds of interest please get in touch.