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Permanent

Senior IFA Administrator

Maidstone
money-bag 30000.00-30000.00 Annual
3108528950
Posted 2 weeks ago

BRAND NEW ROLE - Senior Financial Administrator Maidstone offices (Kent)Boutique financial planning practiceUp to £40,000 basic salary plus bonuses24 days holiday, DIS, Private medical cover, life cover, income protection4 days in the office per week with early finish on FridaysSupporting 2 established financial advisersConducting end-to-end admin and basic report writingWorking with retirees, families, city professionals and business ownersBusiness mix: pensions, investments, tax planning, retirement planningAverage client has £330k - £500k invested20 clients with above £1m investedAssisting with 500 Kent based clientsKnowledge of Intelligent Office is highly advantageousPlatforms: Aviva, AJ Bell, Transact, Quilter amongst othersIf you''re an experienced financial planning administrator and seeking a new opportunity and this role sounds of interest please get in touch with Peter at Financial Divisions.

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