Senior IFA Administrator
other jobs Financial Divisions
Added before 3 Days
- England,South East,Kent,Tunbridge Wells
- Full Time, Permanent
- £35,000 - £38,000 per annum
Job Description:
*Financial Planning Administrator
*Tunbridge Wells (Kent) offices
*Salary up to £38k plus bonuses
*4 days in the office per week
My client are a boutique financial planning practice with offices in Tunbridge Wells (Kent) who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. They have a focus on working with HNW families and dealing with lots of intergenerational planning and working with all levels of a family.
The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, estate planning, IHT, Trusts etc. They have very longstanding relations with local businesses and solicitors who refer business to them.
Due to an influx of new business they are seeking a senior administrator to help with all new enquiries they have coming in through recommendation and referral. You will have 3+ years of solid administration experience within a financial planning practice. A well rounded knowledge of the end to end administration process and an array of products will be essential. Knowledge of any of the following would be highly advantageous - Quilter, Scottish Widows, N&G, Microsoft Lists, Voyant, FE Analytics.
If this role sounds of interest or any other roles I am working on please get in touch.
*Tunbridge Wells (Kent) offices
*Salary up to £38k plus bonuses
*4 days in the office per week
My client are a boutique financial planning practice with offices in Tunbridge Wells (Kent) who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. They have a focus on working with HNW families and dealing with lots of intergenerational planning and working with all levels of a family.
The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, estate planning, IHT, Trusts etc. They have very longstanding relations with local businesses and solicitors who refer business to them.
Due to an influx of new business they are seeking a senior administrator to help with all new enquiries they have coming in through recommendation and referral. You will have 3+ years of solid administration experience within a financial planning practice. A well rounded knowledge of the end to end administration process and an array of products will be essential. Knowledge of any of the following would be highly advantageous - Quilter, Scottish Widows, N&G, Microsoft Lists, Voyant, FE Analytics.
If this role sounds of interest or any other roles I am working on please get in touch.
Job number 3724373
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Company Details:
Financial Divisions
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