Financial Services Administrator

**Interviews Available Now!! Apply Today for Consideration!!**

Do you have experience and interest in a career in financial services?

Would you like to join a people-driven employer, with a positive team culture, and invest into training and development?

Are you based within 30 minute commute to Tunbridge Wells?

If yes… then… apply now with your CV, or contact Miles Dutton on [phone removed].

Rare Opportunity – suited someone with experience in banking, financial advice, insurance broking, or another area of financial services; seeking their next local career move.

This is your chance to join a highly respected, independent Financial Planning and Wealth Management practice through an exciting phase of expansion.

Day-to-day, you will work with a supportive and welcoming team; across all areas of client service and administration, ensuring the smooth running of advisory processes.

Duties might range :-
Acting as the first point of contact for clients, by phone and email.
Diary planning and management - Organising client meetings for Advisers and supporting any queries raised
Client onboarding - conducting all relevant checks and ensuring files are created and maintained to company database
Drafting written communication to clients, providing administrative support to Paraplanners and Advisers
Processing transactions and liaising with product providers
Supporting monthly income reconciliation through the back office system
Assisting with a range of business and occasional personal administrative tasks
Supporting general office operations and contributing to team efficiency

If you have interest and transferrable experience and skills, this is your opportunity to develop your career!

Salary £26-30,000
+ benefits

If you bring experience in a relevant transferrable financial advisory or banking environment we'd love to hear from you. Knowledge of pensions, investments, mortgage and protection products is highly advantageous.

Candidates must have a valid driving licence and be able to commute to Tunbridge Wells.

Apply with your CV now for immediate consideration.