Senior IFA Administrator

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.