Financial Administrator - Sevenoaks, Kent - Up to £42,000 + bonus and excellent benefits
The OpportunityExcellent opportunity to join a well established independent Wealth Management firm in central Sevenoaks. As they continue to grow, they are looking to appoint a capable and experienced Financial Administrator who is seeking a long-term career in financial services administration.The RoleThis is an exciting opportunity for a detail-oriented and proactive individual who enjoys supporting financial advisers and clients in a professional and client-focused environment. Your will play a key role in the smooth day-to-day running of the administrative functions, ensuring that client records are accurate, regulatory requirements are met, and service standards are consistently high.As an experienced Financial Administrator in Wealth Management Administrator, you duties will include (but are not limited to):Providing full administrative support to the advisers and paraplanners.Processing new business applications across pensions, investments, protection, and other financial products.Liaising with product providers to obtain valuations, policy information, and track application progress.Maintaining accurate and up-to-date client records on internal systems ( Intelligent Office, FE analytics, Genovo, selectapension).Handling client queries efficiently and professionally, both via email and telephone.Preparing and managing documentation for client meetings and annual reviews.Ensuring compliance with FCA regulations and internal procedures.Support with general office tasks ..... full job details .....
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