Financial Planning Administrator
other jobs Financial Divisions
Added before 3 Days
- England,South East,Kent,Maidstone
- Full Time, Permanent
- £30,000 - £40,000 per annum
Job Description:
Full job descriptionBRAND NEW ROLE - Senior Financial Administrator - Maidstone (Kent)
*Maidstone offices (Kent)
*Boutique financial planning practice
*Up to £40,000 basic salary plus bonuses
*4 days in the office per week with early finish on Fridays
*Supporting 2 established financial advisers
*Conducting end-to-end admin and basic report writing
*Working with retirees, families, city professionals and business owners
*Business mix: pensions, investments, tax planning, retirement planning
*Average client has £300k - £500k invested
*20 clients with above £1m invested
*Assisting with 500 Kent based clients
*Knowledge of Intelligent Office is highly advantageous
*Platforms: Aviva, AJ Bell, Transact, Quilter amongst others
*Pension contribution, Parking, 24 days holiday, DIS, Private medical cover, life cover, income protection
If you’re an experienced financial planning administrator and seeking a new opportunity and this role sounds of interest please get in touch.
*Maidstone offices (Kent)
*Boutique financial planning practice
*Up to £40,000 basic salary plus bonuses
*4 days in the office per week with early finish on Fridays
*Supporting 2 established financial advisers
*Conducting end-to-end admin and basic report writing
*Working with retirees, families, city professionals and business owners
*Business mix: pensions, investments, tax planning, retirement planning
*Average client has £300k - £500k invested
*20 clients with above £1m invested
*Assisting with 500 Kent based clients
*Knowledge of Intelligent Office is highly advantageous
*Platforms: Aviva, AJ Bell, Transact, Quilter amongst others
*Pension contribution, Parking, 24 days holiday, DIS, Private medical cover, life cover, income protection
If you’re an experienced financial planning administrator and seeking a new opportunity and this role sounds of interest please get in touch.
Job number 3732635
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Company Details:
Financial Divisions
As a consultancy, we look after our candidates and offer a bespoke approach which makes us distinctive in today?s market-place.
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