24 days holiday, DIS, Private medical cover, life cover, income protection
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 £330k - £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
If you're an experienced financial planning administrator and seeking a new opportunity and this role sounds of interest please get in touch with Peter at Financial Divisions.