At a Glance
- Tasks: Support financial advisers and manage client relationships in a dynamic environment.
- Company: Chartered independent wealth planning firm with a strong reputation.
- Benefits: Up to £45k salary, bonuses, pension scheme, and 25 days annual leave.
- Other info: Opportunities for professional development and career progression.
- Why this job: Join a supportive team and help clients achieve their financial goals.
- Qualifications: Experience in client services and a passion for finance.
The predicted salary is between 45000 - 50000 £ per year.
Senior IFA Administrator Maidstone (Kent) offices Salary up to £45k (possibly more for the right candidate) plus bonuses Pension scheme and attractive benefits package 25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 members of staff with.
They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London.
In their current setup they manage the affairs of c.2000 clients (over £650m AUM) with assets ranging from £150k - £20m.
The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT EIS schemes.
They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM.
The support team comprises of an experienced team of pooled Administrators Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams.
The Managing Director is creating brand-new roles for experienc...
