Financial Planning Administrator, Near Westerham/Sevenoaks (Kent), Up to £35,000 (DOE)

ZipRecruiter; Sevenoaks; On-site; GBP 30,000 - 35,000; Full time

Job summary

Ein angesehenes Finanzberatungsunternehmen sucht einen erfahrenen Financial Planning Administrator, um das Team bei der effizienten Bereitstellung von Dienstleistungen zu unterstützen. In dieser neu geschaffenen Rolle sind Sie der erste Ansprechpartner für externe Stakeholder und spielen eine Schlüsselrolle bei der Verwaltung der täglichen Abläufe. Das Unternehmen bietet ein umfassendes Leistungspaket, eine stabile und sichere Rolle sowie Unterstützung für die berufliche Weiterbildung. Wenn Sie eine langfristige Möglichkeit in einem respektierten und ethischen Beratungsunternehmen suchen, freuen wir uns auf Ihre Bewerbung.

Benefits

Umfassendes Leistungspaket

Bonusprogramm

Studienunterstützung für Diplomqualifikationen

Qualifications

• Erfahrung in einer Finanzplanung oder Vermögensverwaltung erforderlich.
• Fähigkeit zur selbstständigen Arbeit sowie im Team.

Responsibilities

• Verfassen und Versenden von Autorisierungs- und Bewertungsanfragen.
• Pflege und Aktualisierung von Kundenakten mit Intelligent Office.

Skills

Kommunikationsfähigkeiten

Organisationsfähigkeiten

Erfahrung in der Finanzplanung

Selbstständiges Arbeiten

Education

Level 4 Diploma in Financial Planning

Tools

Intelligent Office CRM

Aviva Platform

Job description

Job Description

Comprehensive Benefits Package | Supportive Chartered Firm

A highly regarded financial advice firm based near Sevenoaks is looking to appoint an experienced Financial Planning Administrator as part of their continued growth. I’ve worked closely with this firm and successfully placed three professionals with them - it’s a business known for its personable approach, client loyalty, and strong ties to the local community.

About the Firm:Led by a long-standing and highly respected Chartered Financial Planner, this firm delivers holistic, whole-of-market advice to a loyal client base. Clients typically have between £250k and £5m in investable assets and include local families, retirees, and small business owners. Many have been with the firm for over a decade - a testament to the quality of service and relationships built.

The Opportunity:This is a newly created role within the business, supporting the advisers and broader team to ensure the efficient and smooth delivery of client services. You’ll be the first point of contact for external stakeholders and play a key part in managing daily operations.

Key Responsibilities:

• Draft and issue Letters of Authority and Valuation requests
• Communicate with providers and clients
• Maintain and update client records using Intelligent Office (IO)
• Manage adviser diaries and coordinate client reviews
• Prepare and process new business documentation
• Ensure all administrative processes are compliant and efficient

Ideal Candidate:

• Previous experience in a financial planning/wealth management environment (IFA or restricted firm)
• Strong communication and organisational skills
• Familiarity with Intelligent Office CRM and the Aviva Platform is highly desirable
• Comfortable working independently and as part of a close-knit team
• Interest in personal development - study support toward the Level 4 Diploma is available
• Suitable for both career administrators and those with future paraplanning aspirations

What’s on Offer:

• Basic salary of £30,000 - £35,000 (dependent on experience)
• Full, comprehensive benefits package
• Bonus scheme
• Study support available for those pursuing diploma qualifications
• A stable, secure, and rewarding role in a firm that genuinely values its people

If you're an experienced Financial Administrator looking for a long-term opportunity with a respected and ethical advice firm, we’d love to hear from you.

To apply or find out more, contact Sam at Financial Divisions.