Financial Planning Administrator

Senior IFA AdministratorMaidstone (Kent) officesSalary £35k - £45k plus bonusesPension scheme and attractive benefits package25 days annual leave + bank holidays My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 9 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 £600m 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 and 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. The support team comprises of an experienced team of pooled Administrators and Paraplanners across 2 offices who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams.The Managing Director is creating brand-new roles for experienced IFA Administrators with at least 3 years of solid administration experience within an independent financial planning practice. A well rounded knowledge of the end to end administration process will be vital. You will be ..... full job details .....