Financial Administrator

2 weeks ago

Maidstone, United Kingdom Financial Divisions Full time

Financial Planning Administrator (full time or part-time)Kent offices – Chartered IFA firmSalary negotiable £30k - £40k + bonuses25 days holiday plus attractive benefits packageMy client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 7 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 £500m 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. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention with some relations stretch back over 20 years. 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 indi...

  • Financial Planning Administrator

    2 weeks ago

    Maidstone, United Kingdom Financial Divisions Full time

    Experienced Financial Planning AdministratorMaidstone offices – Chartered IFA firmSalary negotiable £30k - £40k + bonuses25 days holiday plus attractive benefits package PART TIME OR FULL TIME WILL BE CONSIDEREDMy client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 7 members of staff with. They offer...

  • Senior Financial Administrator

    2 weeks ago

    Maidstone, United Kingdom Financial Divisions Full time

    Experienced Financial Planning AdministratorMaidstone offices – Chartered IFA firmSalary negotiable £30k - £40k + bonuses***FULL TIME OR PART-TIME***25 days holiday plus attractive benefits package My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 7 members of staff with. They offer whole of...

  • Financial Planning Assistant

    2 days ago

    Maidstone, United Kingdom Financial Divisions Full time

    **Financial Planning Assistant / Junior Paraplanner - IFA Firm with HNW clients - £30k - £35k** My client is a boutique wealth planning practice based in Maidstone who have been operating for 10+ years. They have an excellent reputation providing very solid financial advice to private clients who are City professionals, families, business owners...

  • IFA Administrator

    2 weeks ago

    Maidstone, United Kingdom Financial Divisions Full time

    Experienced Financial Planning AdministratorFull time or part-time Maidstone offices – Chartered IFA firmSalary negotiable £30k - £40k + bonuses25 days holiday plus attractive benefits package My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 7 members of staff with. They offer whole of market...

  • Ifa Administrator

    3 hours ago

    Maidstone, United Kingdom Financial Divisions Full time

    **Overview** Our client, a new and exciting development in the IFA acquisition market, are looking to recruit a new IFA Administrator to join their team. This is fast growing multisite Business which has a strong belief in providing a first-class ethical service to itsclients demonstrating a proven track record and in-depth technical knowledge. **The...

  • IFA Administrator

    2 weeks ago

    Maidstone, United Kingdom Financial Divisions Full time

    Experienced Financial Planning AdministratorMaidstone offices – Chartered IFA firmSalary negotiable £30k - £40k + bonuses25 days holiday plus attractive benefits package Full time or part time roles are availableMy client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 7 members of staff with. They...

  • Paraplanner – Lenham

    2 weeks ago

    Maidstone, United Kingdom Financial Divisions Full time

    Are you a Paraplanner who values a close-knit team, genuine development, and a beautiful working environment? Scion Financial Services, a Chartered Independent Financial Adviser firm, is looking for a motivated Paraplanner to join their small, friendly team based in the Kent countryside. As part of the Black Tower Group (under Titan) and affiliated with...

  • Business Support Administrator

    2 days ago

    Maidstone, United Kingdom German Villarreal, Financial Advisor Full time

    Are you an experienced Administrator looking for the opportunity to join an exciting project? Or are you an aspiring health and safety professional? Business Support Administrator - H&S and Compliance Maidstone, Kent – Hybrid Working £25,000-27,000 per annum 6 Months FTC Duties Of The Business Support Administrator Undertaking business support to all...

  • Administrator

    2 weeks ago

    Maidstone, United Kingdom Brook Street Full time

    Are you an experienced Administrator? And looking to pursue a career in the Financial Services? My client is seeking a hardworking professional to join their Administration team based in Maidstone. You will have brilliant communication and administration skills, able to prioritise workloads effectively, highly organised, ideally worked in financial...

  • Financial Adviser

    2 weeks ago

    Maidstone, United Kingdom Ortus PSR Full time

    Are you = client-focused Financial Adviser seeking a rewarding career move? We have an exciting opportunity for a skilled individual to join our dynamic team and inherit a robust book of clients working for a directly authorised advisory firm. The existing Adviser is retiring so they need sone who can cover the existing book and take on leads (10 a month)...