Employer: Financial Divisions Salary: £25,000 – £28,000 per annum Date Added: 10/01/2024
plus Exam Support + bonus
Providing well-informed and holistic advice is the primary goal of my client, a boutique independent wealth management firm. The company takes great satisfaction in its ability to think ahead, adjust, and constantly aim for excellence.
My client is a great fit if you value independence, want your ideas to be considered and implemented, and are searching for a supportive work environment where you can grow without micromanaging. To become a reliable team member and join their dynamic team, my client is seeking a Financial Administrator based in Tunbridge Wells, Kent.
You will be the Paraplanners primary support to guarantee the smooth operation of the department and help with administrative enquiries.
My client needs a Financial Administrator who is extremely driven, enthusiastic, and has outstanding organisational abilities. They should also be able to manage the expectations of all staff members and clients. Ultimately If you want to become a Paraplanner or a Financial Advisor this is a career progressive role.
Your role as Financial Administrator will involve supporting the Advisers with full support from LOA’s valuations, illustrations, 3rd party providers, onboarding clients, diary management and report writing. Technical exposure will include pensions, defined benefits, pension transfers, protection and IHT for clients with up to £2m of investable assets.
A knowledge of Intelligent Office is desirable but not essential.
If you enjoy working in a sociable environment, being part of a team with good benefits including exam support and career progression then this is the perfect opportunity.
If this role as Financial Administrator sounds of interest or any other role I am working on please get in touch.
