Senior IFA Administrator, Maidstone, Kent, Circa £40,000 plus bonuses
other jobs Financial Divisions
Added before 3 Days
- England,South East,Kent,Maidstone
- Full Time, Permanent
- £35,000 - £40,000 per annum
Job Description:
Benefits: Pension, attractive benefits package, 25 days holiday + bank holidays
My client is a Chartered independent wealth planning firm with multiple offices across Kent. I have personally met the team and successfully placed seven staff members with them. They provide whole-of-market financial advice to high-net-worth retirees, accumulators, families, and SME owners across Kent, Sussex, and London.
The firm currently supports around 2,000 clients and manages over £500m in assets, with individual portfolios ranging from £150,000 to £20m. Advisers deliver comprehensive advice across pensions, investments, tax planning, cashflow modelling, retirement planning, protection, and specialist areas such as VCT and EIS schemes. They benefit from longstanding relationships with accountancy and legal firms, providing a steady stream of referrals. Importantly, advisers are not driven by aggressive targets, reflecting the firm’s strong commitment to delivering the best possible client outcomes.
The business has received numerous industry awards and is actively involved in local community initiatives and charitable causes. Client satisfaction is at the heart of their philosophy, resulting in exceptional retention rates, with some client relationships spanning more than 20 years. Their support structure includes an experienced, collaborative team of Administrators and Paraplanners across two offices, with a strong focus on professional development through CPD and industry qualifications.
Due to continued growth, the Managing Director is creating a brand-new opportunity for an experienced IFA Administrator with at least three years’ experience within an independent financial planning environment. A strong understanding of the full end-to-end administration process is essential. You will work as part of a pooled administration team, supporting advisers alongside an experienced paraplanning function. Experience with Intelligent Office is highly desirable, as is familiarity with platforms such as Novia, Fidelity, Transact, and Aviva.
If this opportunity is of interest, or if you would like to discuss other roles I am currently working on, please contact Sam at Financial Divisions.
My client is a Chartered independent wealth planning firm with multiple offices across Kent. I have personally met the team and successfully placed seven staff members with them. They provide whole-of-market financial advice to high-net-worth retirees, accumulators, families, and SME owners across Kent, Sussex, and London.
The firm currently supports around 2,000 clients and manages over £500m in assets, with individual portfolios ranging from £150,000 to £20m. Advisers deliver comprehensive advice across pensions, investments, tax planning, cashflow modelling, retirement planning, protection, and specialist areas such as VCT and EIS schemes. They benefit from longstanding relationships with accountancy and legal firms, providing a steady stream of referrals. Importantly, advisers are not driven by aggressive targets, reflecting the firm’s strong commitment to delivering the best possible client outcomes.
The business has received numerous industry awards and is actively involved in local community initiatives and charitable causes. Client satisfaction is at the heart of their philosophy, resulting in exceptional retention rates, with some client relationships spanning more than 20 years. Their support structure includes an experienced, collaborative team of Administrators and Paraplanners across two offices, with a strong focus on professional development through CPD and industry qualifications.
Due to continued growth, the Managing Director is creating a brand-new opportunity for an experienced IFA Administrator with at least three years’ experience within an independent financial planning environment. A strong understanding of the full end-to-end administration process is essential. You will work as part of a pooled administration team, supporting advisers alongside an experienced paraplanning function. Experience with Intelligent Office is highly desirable, as is familiarity with platforms such as Novia, Fidelity, Transact, and Aviva.
If this opportunity is of interest, or if you would like to discuss other roles I am currently working on, please contact Sam at Financial Divisions.
Job number 3456324
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Financial Divisions
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