Senior Financial Administrator - Route to Team Leader - GBP35k-GBP40k +

Financial Divisions; Maidstone; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A reputable financial services company in Maidstone is seeking a skilled Senior Financial Administrator to join their supportive team. You will lead financial administration efforts, manage client onboarding, and ensure compliance with industry standards. The ideal candidate will have over 3 years of experience and will enjoy a hybrid work setup along with a competitive salary package. This is an excellent opportunity for career advancement in a dynamic environment.

Benefits

Enticing salary package

Career advancement opportunities

Flexible hybrid work arrangement

Qualifications

• At least 3 years of solid Financial Administration experience is required.
• Experience in dealing with technical queries is advantageous.
• Proficient in managing client relationships and onboarding.

Responsibilities

• Support Financial Advisers with all financial administration processes.
• Liaise with product providers and deal with client queries.
• Ensure compliance with regulatory standards in the administration process.

Skills

Financial Administration

Client Onboarding

Team Leadership

Compliance Management

Technical Query Handling

Job description

Are you an adept Senior Financial Administrator within Private Client Wealth Management? Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries. They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels. Due to an increase in new business, they are actively seeking an additional member of staff who is a proficient Senior Financial Administrator, that can fit into this friendly and supportive team.

You will be an integral part of a 12-member team supporting a growing cohort of Financial Advisers. Duties will include the full end to end Financial Administration process, from onboarding new clients, through to dealing with client queries and liaising with product providers and the Advisers. In addition to this, you will be supporting the Office Manager, with the day to day running of the Financial Admin Team, dealing with technical queries, and helping with any training in skills gaps that more junior member of the team may have.

In this leadership role, you'll spearhead the financial administration team, ensuring unwavering compliance with regulatory standards and internal protocols while formulating detailed financial plans and reports. Our client is looking for someone with at least 3 years solid Financial Administration experience for this role.

In return for your expertise, you'll receive an enticing salary package, promising avenues for career advancement, and the flexibility of a hybrid work arrangement. If you're eager to embrace this invigorating yet gratifying opportunity, we encourage you to seize the moment and become a valued member of this dynamic team.

For further insights into this exciting prospect as a Senior Financial Administrator, please reach out to Jo at Financial Divisions.