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For Companies At a Glance
- Tasks: Support financial advisers and clients with administrative tasks in a dynamic environment.
- Company: Established independent Wealth Management firm in Sevenoaks.
- Benefits: Up to £42,000 salary, bonuses, and excellent benefits.
- Other info: Opportunity for long-term career growth in a well-regarded firm.
- Why this job: Join a supportive team and grow your career in financial services.
- Qualifications: Minimum 2 years in financial services administration and strong product knowledge.
The predicted salary is between 30000 - 42000 £ per year.
Financial Administrator (Financial Planning/Wealth Management) Sevenoaks, Kent Up to £42,000 plus bonus and excellent benefits
The Opportunity
Excellent opportunity to join a well established independent Wealth Management firm in central Sevenoaks. As they continue to grow, they are looking to appoint a capable and experienced Financial Administrator who is seeking a long-term career in financial services administration.
The Role
This is an exciting opportunity for a detail-oriented and proactive individual who enjoys supporting financial advisers and clients in a professional and client-focused environment. You will play a key role in the smooth day-to-day running of the administrative functions, ensuring that client records are accurate, regulatory requirements are met, and service standards are consistently high. As an experienced Financial Administrator in Wealth Management, your duties will include (but are not limited to):
- Providing full administrative support to the advisers and paraplanners.
- Processing new business applications across pensions, investments, protection, and other financial products.
- Liaising with product providers to obtain valuations, policy information, and track application progress.
- Maintaining accurate and up-to-date client records on internal systems (Intelligent Office, FE analytics, Genovo, selectapension).
- Handling client queries efficiently and professionally, both via email and telephone.
- Preparing and managing documentation for client meetings and annual reviews.
- Ensuring compliance with FCA regulations and internal procedures.
- Support with general office tasks and contributing to a well-organised working environment.
About you
You will possess a minimum 2 years’ experience in a financial services administration role (ideally within an IFA or financial planning firm). Strong understanding of financial products including pensions, ISAs, life insurance, and investments. Excellent organisational and time management skills. Strong attention to detail and accuracy. Confident communicator, both written and verbal. Comfortable working independently and as part of a close-knit team. Proficiency in Microsoft Office and experience with financial planning software (Intelligent Office) desirable.
In summary
This position represents an excellent opportunity to join a well regarded boutique firm in their field of expertise where you can play a major part in the administration of the business. This will enable you to build on your existing skills and knowledge and enjoy a long term, rewarding role within a supportive and encouraging environment.
If this opportunity is of interest, please either call Jim Maddison on 07976 428618 or send a copy of your CV to jim.m@financialdivisions.co.uk
Financial Administrator (Wealth Management) in Kent employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator (Wealth Management) in Kent
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who work in wealth management. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to client service and compliance, as this will help you tailor your answers and show you're the perfect fit for their team.
✨Tip Number 3
Practice your communication skills! Since you'll be handling client queries and liaising with advisers, being able to articulate your thoughts clearly is key. Consider mock interviews or role-playing scenarios to boost your confidence.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and keep track of your progress. Plus, it shows you're serious about joining our awesome team in wealth management.
We think you need these skills to ace Financial Administrator (Wealth Management) in Kent
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial services administration experience and any relevant software knowledge to catch our eye!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've supported financial advisers or managed client records in the past.
Showcase Your Attention to Detail: Since this role requires a keen eye for detail, consider including a brief example of a time when your attention to detail made a difference in your previous work. We love seeing that proactive approach!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Financial Divisions
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products like pensions, ISAs, and life insurance. Being able to discuss these confidently will show that you're not just familiar with the role but also passionate about the industry.
✨Demonstrate Attention to Detail
Since this role requires a strong focus on accuracy, prepare examples from your past experience where your attention to detail made a difference. Whether it was maintaining client records or ensuring compliance, having specific instances ready will impress your interviewers.
✨Practice Your Communication Skills
As a Financial Administrator, you'll need to communicate effectively with both clients and advisers. Practise articulating your thoughts clearly and concisely, and be prepared to answer questions in a professional manner, whether in writing or verbally.
✨Familiarise Yourself with Relevant Software
If you have experience with Intelligent Office or similar financial planning software, make sure to mention it. If not, take some time to learn the basics before your interview. Showing that you're tech-savvy can give you an edge over other candidates.