Financial Administrator

apartmentHiring People placeWesterham schedulePart-time calendar_month01/05/2025

Join a Growing, Supportive Advice TeamAre you experienced, organised, and looking to make an impact in a growing firm where your work truly matters If so, we'd love to hear from you.Based in Westerham, Kent Full

-time Office-based £28,000

£35,000 depending on experienceWe're looking for an experienced Financial Administrator to join our friendly and professional team at Trevor Downing Financial Management
a well-established independent financial advice firm with over 35 years' history supporting clients across Surrey and Kent.You'll be joining a collaborative team that includes four Financial Advisers, two other Administrators, and outsourced Paraplanners.

This role is central to the smooth running of our advice process

ideal for someone organised, proactive, and confident managing a busy workflow with accuracy and care.Role SummaryThis new position provides essential administrative support across the advice team and acts as the key coordinator for annual reviews and managing Letters of Authority LOAs.You will own specific recurring workflows and be expected to manage them end-to-end with limited supervision.Core Responsibilities:

Managing the full LOA process - submitting, tracking, chasing, and liaising with providersMaintaining and updating client records in Intelligent Office our back-office CRM systemGathering sufficient information on existing client plans and arrangements to enable advisers to review client needsSupporting clients and advisers via provider portals and platformsCoordinating the annual review process, including scheduling client meetings, preparing valuation reports, and review packsPreparing all necessary plan information, forms, and illustrations where applicableOverseeing and processing new business applications, withdrawals, drawdowns, and fund switchesStructuring and preparing correspondence to providers and clientsGeneral client servicing, including chasing LOAs, updating client details, and liaising with product providers and third partiesArranging client meetings, managing adviser diaries, and meeting and greeting clients for face-to-face appointmentsAnswering telephone calls and assisting with general administrative duties such as filing, scanning, and post handlingEnsuring that all client files remain compliant at all times and that internal processes are followed consistentlySupporting advisers in workflow management using tools such as CashCalc, Voyant, and FE Analytics
What We're Looking For:
Minimum 2 years' experience in a Financial Planning or IFA administration role essentialAble to work in-office full-time Monday-Friday, 9am-5pm in WesterhamGood working knowledge of pensions, ISAs, platforms, and general client servicingFamiliarity with using provider portals and back-office systems like Intelligent OfficeStrong attention to detail, accuracy, and time management skillsA proactive team player with a 'can-do' attitudeComfortable working in a small but busy office environmentAwareness of, and commitment to, the expected behaviours stated in the FCA Conduct Rules
What's on Offer:

Salary between £28,000 and £35,000, depending on experience8x Salary Death in Service coverPrivate Health InsuranceCompany Pension schemeAccess to Equity/Company Ownership over timeSupportive, down-to-earth team cultureOngoing training and professional development

How to ApplyIf you think you have the skills and experience, we are looking for, please submit your CV to the link provided & we will be in direct contact.

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