Financial Administrator, Tonbridge, Kent, £30,000

5 days ago


Tunbridge Wells, United Kingdom Financial Divisions Full time

**Financial Administrator, Tonbridge, Kent, £30,000, Bonus + Study**

**Overview**

Due to outstanding performance over many years, my Client, a Chartered Wealth Advisory Firm providing strategic planning and investment, is looking to expand its administrative function in Tonbridge, Kent with the addition of a further member to the team.This is an excellent opportunity as an experienced IFA Administrator to grow your skills further whilst working closely with the paraplanning team and Financial Advisers.

**About the opportunity**

As a client focussed individual your immediate skills will include the following which will develop as you learn and pass your exams ( RO) -- Onboarding new Clients
- Sending letters of authority,
- Preparation of client meeting packs
- Recording information for review meetings
- Producing illustrations
- Liaising with product providers
- You will be required to demonstrate a minimum of 12 months IFA Administrative experience
- Studying towards the Diploma in Financial Planning with already acquired exam success ( RO exams)
- Possess strong experience in the market across various Administration tasks focussing on Financial Planning
- Intelligent office experience will be an advantage
- Living in Kent

**Summary


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