Full job descriptionAre you organised, proactive, and ready to take your financial services career to the next level?
My client is seeking an experienced Financial Administrator to join their close-knit team near Tunbridge Wells. This is a fully office-based role working directly with one of their directors—the perfect opportunity to build a lasting career in wealth management.
What You’ll Be Doing
*Supporting a director with day-to-day workload management, including emails, client queries, deadlines and follow-ups
*Maintaining accurate client files and inputting financial data onto systems
*Collating client information and ensuring seamless preparation for meetings
*Chasing pipeline business from start to finish and managing timelines
*Working compliantly and efficiently to deliver excellent client outcomes
*Liaising with paraplanners, colleagues and clients to keep everything moving smoothly
*Producing reports and handling ad hoc requests to keep the team running smoothly
What They’re Looking For
You’re confident, highly organised and thrive in a busy, fast-paced environment. With 3+ years’ experience in Financial Services, you understand the industry and are genuinely interested in developing your knowledge further.
You’re:
*A strong communicator who builds excellent relationships
*Proactive, detail-focused and comfortable juggling multiple priorities
*IT confident, numerate and a problem-solver
*Discreet and professional when handling confidential information
*Someone who takes ownership and is willing to get involved wherever needed
Why Join Them
This isn’t just a support role—it’s a genuine career opportunity. People in similar positions have progressed into adviser roles, so this could be your stepping stone to something bigger.
What They Offer
*Monday-Friday, 9am-5pm
*25 days’ annual holiday plus bank holidays (additional day per year after 3 years service)
*Office closure Christmas-New Year
*Competitive bonus scheme
*4% pension contribution
*Private medical insurance (after 1 year)
*Cycle scheme, paid volunteering day and birthday off
*EV scheme eligibility (after 1 year)
Ready to support a thriving team and grow your career? Get in touch and I’ll tell you more.
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