Senior Financial Administrator - Route to Team Leader - £35k-£40k + Bonus, Maidstone, Hybrid working

ZipRecruiter; Maidstone; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

An established industry player in Private Client Wealth Management is seeking a Senior Financial Administrator to join their dynamic team in Kent. This role involves leading a dedicated team, ensuring compliance with regulatory standards, and managing the financial administration process from client onboarding to query resolution. With a focus on personal client relationships and a commitment to professional growth, this opportunity offers a hybrid work arrangement and a competitive salary package. If you're ready to make a significant impact in a supportive environment, this role is perfect for you.

Qualifications

• 3+ years of experience in Financial Administration.
• Strong understanding of regulatory compliance and financial processes.

Responsibilities

• Oversee the full end-to-end Financial Administration process.
• Support the Office Manager with team operations and training.

Skills

Financial Administration

Client Onboarding

Regulatory Compliance

Team Leadership

Education

Relevant Financial Qualification

Job description

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.