Financial Administrator

Trevor Downing Financial Management IFA Ltd; Sevenoaks; On-site; GBP 28,000 - 35,000; Full time

Job summary

An established industry player is seeking a Financial Administrator to join their supportive team. This role is pivotal in ensuring smooth operations within the financial advice process, where you will manage client records, support advisers, and coordinate annual reviews. The ideal candidate will bring experience in financial planning, excellent attention to detail, and a proactive attitude. With a competitive salary and a range of benefits, this is an exciting opportunity to contribute to a growing firm that values its employees and fosters a collaborative environment.

Benefits

8x Salary Death in Service Cover

Private Health Insurance

Company Pension Scheme

Access to Equity / Company Ownership

Free On-site Parking

Ongoing Training and Development

Supportive Team Culture

Qualifications

• Experience in a Financial Planning or IFA admin role is essential.
• Strong knowledge of pensions, ISAs, and client servicing.
• Familiarity with provider portals and back-office systems.

Responsibilities

• Manage the full LOA process, including submitting and tracking.
• Maintain and update client records in the CRM system.
• Coordinate annual reviews and support client servicing tasks.

Skills

Financial Planning

Client Servicing

Attention to Detail

Time Management

Team Collaboration

Education

Experience in Financial Planning or IFA Admin Role

Tools

Intelligent Office

CashCalc

Voyant

FE Analytics

Job description

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Direct message the job poster from Trevor Downing Financial Management IFA Ltd

Head of Financial Advice and Chartered Financial Planner - Managing a team and providing Independent Financial Advice to Individuals and Businesses.

Financial Administrator – Join a Growing, Supportive Advice Team

Based in Westerham, Kent | Full-time | Office-based | £28,000 – £35,000 depending on experience

We’re looking for an experienced Financial Administrator to join our friendly and professional team at Trevor Downing Financial Management – a well-established independent financial advice firm with over 35 years’ history supporting clients across Surrey and Kent.

You’ll be joining a collaborative team that includes four Financial Advisers, two other Administrators, and outsourced Paraplanners. This role is central to the smooth running of our advice process – ideal for someone organised, proactive, and confident managing a busy workflow with accuracy and care.

Financial Administrator – Join a Growing, Supportive Advice Team

Based in Westerham, Kent | Full-time | Office-based | £28,000 – £35,000 depending on experience

We’re looking for an experienced Financial Administrator to join our friendly and professional team at Trevor Downing Financial Management – a well-established independent financial advice firm with over 35 years’ history supporting clients across Surrey and Kent.

You’ll be joining a collaborative team that includes four Financial Advisers, two other Administrators, and outsourced Paraplanners. This role is central to the smooth running of our advice process – ideal for someone organised, proactive, and confident managing a busy workflow with accuracy and care.

Role Summary – Core Responsibilities

This new position provides essential administrative support across the advice team and acts as the key coordinator for annual reviews and Letters of Authority (LOAs). You will own specific recurring workflows and be expected to manage them end-to-end with limited supervision. The core tasks include:

• Managing the full LOA process – submitting, tracking, and chasing providers
• Maintaining and updating client records in Intelligent Office/our CRM system.
• Supporting clients and advisers via provider portals and platforms
• Coordinating the annual review process, including scheduling meetings and preparing review packs
• Handling basic client servicing and transactions, such as switches, withdrawals, and fund top-ups

These responsibilities form the foundation of the role and will be the focus of your day-to-day work.

Additional Responsibilities

You’ll also support wider adviser activity and team operations, including:

• Submitting and tracking applications across pensions, investments, and protection
• Preparing client documentation and valuations ahead of meetings
• Assisting in workflow management using tools such as CashCalc, Voyant, and FE Analytics
• Liaising with providers and clients to follow up on outstanding tasks
• Ensuring compliance and internal processes are followed consistently
  

What We’re Looking For

• Prior experience in a Financial Planning or IFA admin role (essential)
• Good working knowledge of pensions, ISAs, platforms, and general client servicing
• Familiarity with using provider portals and back-office systems like Intelligent Office
• Strong attention to detail and time management skills
• A team player with a proactive, can-do attitude
• Comfortable working in a small but busy office environment
  

What’s on Offer

• Salary between £28,000 and £35,000, depending on experience
• 8x Salary Death in Service cover
• Private Health Insurance
• Company Pension scheme
• Access to Equity / Company Ownership over time
• Free on-site parking
• Supportive, down-to-earth team culture
• Ongoing training and development

If you're experienced, organised, and looking to make an impact in a growing firm where your work really matters – we’d love to hear from you.

To apply, send your CV and a brief message outlining your interest to [e-mail]

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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