At a Glance
- Tasks: Support financial advisers by managing client administration and ensuring smooth operations.
- Company: Boutique SJP practice in Maidstone with a focus on high-net-worth clients.
- Benefits: Salary up to £40k, bonuses, 28 days leave plus bank holidays.
- Other info: Dynamic environment with opportunities for professional growth and development.
- Why this job: Join a growing team and make a real difference in clients' financial journeys.
- Qualifications: 3+ years of administration experience in an SJP practice required.
The predicted salary is between 40000 - 40000 £ per year.
My client is a boutique SJP practice with offices in Maidstone who offer 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 500+ clients with assets ranging from £150k - £3m.
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 local businesses and solicitors who refer business to them.
The business is taking on new advisers in the coming months and needs a new senior SJP administrator to join the team. You will have 3+ years of solid administration experience within an SJP practice. A well-rounded knowledge of the end-to-end administration process and an array of products will be essential.
You will be a hands-on individual and keen to be part of a growing practice whose focus is on providing the best advice to their clients.
If this role sounds of interest or any other roles I am working on, please get in touch.
SJP Financial Administrator in Maidstone employer: Financial Divisions
Join a dynamic and supportive team at our boutique SJP practice in Maidstone, where we prioritise employee growth and development. With competitive salaries, generous annual leave, and a strong focus on work-life balance, we foster a collaborative culture that values your contributions. As we expand, you'll have the opportunity to play a key role in shaping our client relationships and enhancing your career in financial administration.
StudySmarter Expert Advice🤫
We think this is how you could land SJP Financial Administrator in Maidstone
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who might know about opportunities at SJP practices. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and administration processes. We want you to shine when discussing your experience with pensions, investments, and tax planning—show them you’re the perfect fit!
✨Tip Number 3
Don’t just apply anywhere; focus on roles that excite you! Use our website to find positions that match your skills and interests. Tailor your approach to each role, highlighting how your experience aligns with their needs.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you fresh in their minds and demonstrates your professionalism—something every SJP practice values.
We think you need these skills to ace SJP Financial Administrator in Maidstone
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experience mentioned in the job description. Highlight your 3+ years of administration experience within an SJP practice and any relevant knowledge of financial products.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for our team. Share your passion for financial planning and how your hands-on approach aligns with our focus on providing top-notch advice to clients.
Showcase Relevant Experience:In your application, emphasise your familiarity with the end-to-end administration process. Mention any specific experiences that demonstrate your ability to manage client affairs effectively, especially with HNW clients.
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 in our growing practice.
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and the end-to-end administration process. Familiarise yourself with SJP practices, especially around pensions, investments, and tax planning. This will show that you're not just a candidate, but someone who understands the industry.
✨Show Your Experience
With 3+ years of solid administration experience, be ready to discuss specific examples from your past roles. Highlight how you've managed client affairs or supported advisers in a similar environment. This will demonstrate your hands-on approach and readiness to contribute to the team.
✨Understand the Company Culture
Research the boutique nature of the practice and their focus on high-net-worth clients. Be prepared to discuss how your values align with theirs and how you can contribute to maintaining those longstanding relationships with local businesses and solicitors.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company’s future plans. Inquire about their approach to client management or how they support their advisers. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.
