Financial Administrator

Join a Growing, Supportive Advice Team!

Are 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 experience

We'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 Summary

This 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 providers
• Maintaining and updating client records in Intelligent Office (our back-office CRM system)
• Gathering sufficient information on existing client plans and arrangements to enable advisers to review client needs
• Supporting clients and advisers via provider portals and platforms
• Coordinating the annual review process, including scheduling client meetings, preparing valuation reports, and review packs
• Preparing all necessary plan information, forms, and illustrations (where applicable)
• Overseeing and processing new business applications, withdrawals, drawdowns, and fund switches
• Structuring and preparing correspondence to providers and clients
• General client servicing, including chasing LOAs, updating client details, and liaising with product providers and third parties
• Arranging client meetings, managing adviser diaries, and meeting and greeting clients for face-to-face appointments
• Answering telephone calls and assisting with general administrative duties such as filing, scanning, and post handling
• Ensuring that all client files remain compliant at all times and that internal processes are followed consistently
• Supporting 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 (essential)
• Able to work in-office full-time (Monday-Friday, 9am-5pm) in Westerham
• Good working knowledge of pensions, ISAs, platforms, and general client servicing
• Familiarity with using provider portals and back-office systems like Intelligent Office
• Strong attention to detail, accuracy, and time management skills
• A proactive team player with a 'can-do' attitude
• Comfortable working in a small but busy office environment
• Awareness 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 experience
• 8x Salary Death in Service cover
• Private Health Insurance
• Company Pension scheme
• Access to Equity/Company Ownership over time
• Supportive, down-to-earth team culture
• Ongoing training and professional development

How to Apply

If 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.