Financial Planning Administrator - Up to £40k - Chartered IFA Firm

ZipRecruiter; Maidstone; On-site; GBP 30,000 - 40,000; Full time

Job summary

An established industry player is seeking a Financial Planning Administrator to join their experienced team in Maidstone. This role offers a unique opportunity to support Chartered Advisers in a collaborative environment, ensuring exceptional client service and satisfaction. With a commitment to professional development, you will be part of a firm that values long-standing client relationships and provides comprehensive financial advice across various sectors. Enjoy a competitive salary package, generous holiday allowance, and a supportive atmosphere where your contributions will be recognized and valued.

Benefits

25 days holiday plus bank holidays

Pension

Death in service cover

Income protection

Medical cash plan

Bonuses

Qualifications

• Experience in an independent wealth planning firm is essential.
• Strong understanding of financial products and client management.

Responsibilities

• Support Chartered Advisers with their caseloads and client interactions.
• Draft Letters of Authority and assist with annual reviews.

Skills

Client Communication

Financial Planning

Time Management

Knowledge of Financial Products

Education

Relevant Financial Qualification

Tools

Intelligent Office

Job description

Job Description

• Experienced
• Maidstone offices - Chartered IFA firm
• Salary negotiable £30k - £40k + bonuses
• 25 days holiday plus attractive benefits package

My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 7 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients (over £500m AUM) with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes.

They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention with some relations stretch back over 20 years. The support team comprises of an experienced team of pooled Administrators & Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams.The Managing Director is creating a brand-new role for Financial Planning Administrator to be based in their Maidstone office. This role will suit a candidate with a background in an independent wealth planning firm. You will be joining an experienced team of other administrators, many of whom have been in their roles for a number of years. You will be supporting busy Chartered Advisers with their caseloads and ensuring a smooth and effective support function. You will be drafting LOA’s and LOV’s, speaking to clients, meeting prep, support with annual reviews, possibly some diary management, oversight of their back-office system Intelligent Office and speaking to platform providers they work with including Aviva, Transact, Nova, AJ Bell amongst others.

Salary: £30k - £40k (negotiable) + bonusesPension, death in service cover, income protection, medical cash plan25 days holiday + bank holidaysIf this role sounds of interest or any other roles I am working on please get in touch.