Remote (with occasional access to local offices in the Chislehurst area)
Are you an experienced financial administrator looking for a role that combines career progression and work-life balance? This is an exciting opportunity to join a growing and ambitious Independent Financial Advisory firm that values ethical practices, personal development, and professional success.
My client is seeking a dedicated Financial Administrator to become an integral part of their team. This position not only involves day-to-day administrative responsibilities but also offers a clear progression pathway to a Practice Manager role within a supportive and family-friendly business environment. Key responsibilities include client administration, such as effectively communicating with clients and providers, managing workflows using financial CRM systems like Intelligent Office, and coordinating client meetings to build strong professional relationships. Operationally, the role requires preparing compliance packs, reviewing client documentation, and identifying process improvements to enhance efficiency. Additionally, the successful candidate will handle personal assistant duties, including organising internal meetings and supporting daily business operations.
The ideal candidate will be proficient in financial systems like Intelligent Office or similar platforms and possess strong organisational, time management, and communication skills. Personal attributes such as flexibility, adaptability, and a commitment to maintaining work-life balance are essential. This role is well-suited to someone who is ethical, detail-oriented, and eager to grow professionally within a dynamic and inclusive team.
The role offers a competitive salary of £30,000-£38,000, dependent on experience, along with 25 days of holiday and flexible working hours to support work-life balance. Career progression is a core part of this opportunity, with sponsorship for financial qualifications and exams provided, as well as pathways to senior roles like Practice Manager. The position is remote, with occasional access to local offices in the Chislehurst area.
This firm is a well-established financial advisory business focused on building long-term client relationships. With ambitious growth targets, they are looking for someone passionate about contributing to their success while advancing their own career. If you’re ready to take the next step in your financial administration career, apply now and become part of a team that values and nurtures your potential.
Please contact Joanna at Financial Divisions to discuss this opportunity in more detail.