Senior IFA Administrator
other jobs Financial Divisions
Added before 2 Days
- England,South East,Kent,Maidstone
- Full Time, Permanent
- £30,000 - £40,000 per annum
Job Description:
BRAND NEW ROLE - Senior Financial Administrator
*Maidstone offices (Kent)
*Boutique financial planning practice
*Up to £40,000 basic salary plus bonuses
*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.
*Maidstone offices (Kent)
*Boutique financial planning practice
*Up to £40,000 basic salary plus bonuses
*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.
Job number 3729812
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Company Details:
Financial Divisions
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