SJP Financial Administrator

Description

Financial Planning Administrator (SJP)Maidstone (Kent) officesSalary up to GBP40k plus bonuses28 days annual leave + bank holidaysMy client are a boutique SJP practice with offices in Maidstone who offer 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 500+ clients with assets ranging from GBP150k - GBP3m.

The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with local businesses and solicitors who refer business to them. The business is taking on new advisers in the coming months and need a new senior SJP administrator to join the team.

You will have 3+ years of solid administration experience within an SJP practice. A well rounded knowledge of the end to end administration process and an array of products will be essential. You will be a hands on individual and keen to be part of a growing practice whose focus is on providing the best advice to their clients.

If this role sounds of interest or any other roles I am working on please get in touch.

Ad ID: 5418333668