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 providersMaintaining 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 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 applicable)Overseeing 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 (essential)Able 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 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.