Employment Type: Full-Time, Permanent

A respected, independent financial planning firm based near Sevenoaks is seeking a capable and experienced Financial Administrator to join their growing team. This is an excellent opportunity for an individual looking for a long-term career in financial services administration. If you are detail-oriented, proactive, and enjoy supporting financial advisers and clients in a professional, client-focused environment, this could be the role for you.

As a Career Financial Administrator, you will play an integral role in ensuring the smooth running of the firm’s administrative functions, supporting advisers and paraplanners, managing client records, and maintaining high service standards. You will be responsible for processing new business applications, liaising with product providers, and handling client queries, all while ensuring compliance with FCA regulations.

Key Responsibilities:

• Provide full administrative support to advisers and paraplanners
• Process new business applications across pensions, investments, protection, and other financial products
• Liaise with product providers to obtain valuations, policy information, and track application progress
• Maintain accurate and up-to-date client records on internal systems (Intelligent Office, FE Analytics, Genovo, Selectapension)
• Handle client queries efficiently and professionally via email and telephone
• Prepare and manage documentation for client meetings and annual reviews
• Ensure compliance with FCA regulations and internal procedures
• Contribute to a well-organised and efficient working environment by supporting with general office tasks

Requirements:

• At least 2 years’ experience in a financial services administration role (ideally within an IFA or financial planning firm)
• Strong understanding of financial products including pensions, ISAs, life insurance, and investments
• Excellent organisational and time management skills
• Strong attention to detail and accuracy
• Confident communicator, both written and verbal
• Comfortable working independently and as part of a close-knit team
• Proficiency in Microsoft Office and experience with financial planning software (Intelligent Office) desirable

What We Offer:

• Competitive salary up to £35,000, depending on experience
• A stable, long-term role with genuine career progression opportunities
• Supportive and friendly team environment
• Ongoing training and development

If you're looking for a rewarding, stable role within a well-established firm and want to contribute to a professional and supportive environment, we would love to hear from you.

To apply, please send your CV to Jo at Financial Divisions