IFA/Client Services Administrator - Sevenoaks, Kent - Up to £33k plus...

Plus: bonus and excellent benefits (free parking)

The Opportunity

Superb opportunity to join a firm of successful Chartered Planners who are entering their second decade of development having experienced both year on year growth and the development of a network of introducers who have helped them build on their AUM, currently AUM per client is c £900k. They are looking to bolster their team with the addition of a talented, committed IFA Administrator, ideally with Intelligent Office experience, to support their highly achieving chartered Advisers. The environment you will work in will be one that every member has a voice in the practice and regular team meetings will appreciate your input. The offices are excellent and you will benefit from free parking and local amenities.

The Role

As an IFA/Client services or Wealth Management Administrator, duties will include (but are not limited to):

Delivering a proactive and efficient support service to directors and consultants of their Wealth Management clients.

Involved in new business and servicing administration as well as general administration and special projects. You will be given direct responsibility for aspects of the administration and will be expected to manage these tasks appropriately.

Assisting the office manager with the development and implementation of changes to administration procedures to enhance efficiencies and to continually consider improving procedures and processes.

Attending relevant internally and externally arranged meetings and courses and provide feedback after the event, including how benefits / changes can be implemented on a day-to-day basis.

Contributing to the development of the team and the business in general through suggestions, feedback, and involvement in team meetings.

Ensuring back-office records are accurately maintained and updated as changes occur or are advised.

The client will consider part time hours.

If you are looking for a Client Services Administrator position within a Wealth Management firm or similar position, then please send your cv to Sam at Financial Divisions