FINANCIAL ADMINISTRATOR | ADVISER SUPPORT | CRANBROOK
Up to £40,000 | Fully Office-Based
Are you an experienced Financial Administrator looking for a role where you can develop your career within financial planning and wealth management?
My client is looking for an organised, proactive Financial Administrator to join their close-knit team in Cranbrook. You’ll work closely with one of the Directors, providing high-level adviser support and helping to keep the day-to-day client and business activity running smoothly.
The Role
You’ll be responsible for:
• Supporting a Director with day-to-day workload management, including emails, client queries, deadlines and follow-ups
• Maintaining accurate client records and inputting financial information onto internal systems
• Preparing client information and ensuring everything is ready for meetings
• Managing and chasing pipeline business through to completion
• Liaising with Paraplanners, colleagues, providers and clients to keep cases progressing
• Ensuring work is completed accurately, efficiently and in line with compliance requirements
• Producing reports and assisting with ad hoc requirements across the business
What We're Looking For
You’ll ideally have 3+ years’ experience within Financial Services and be someone who enjoys taking ownership and getting things done.
We’re looking for someone who is:
• Highly organised, proactive and detail-focused
• A confident communicator who builds strong relationships
• IT confident, numerate and comfortable working with financial information
• Able to manage multiple priorities and deadlines
• Professional and discreet when handling confidential information
• Positive, reliable and willing to get involved across the wider team
Why Join?
This is much more than an administration role. It offers genuine long-term career development within a successful wealth management business. Previous individuals in similar positions have progressed into Financial Adviser roles, making this an excellent opportunity for someone with ambition to develop their career.
What's on Offer?
Up to £40,000
Monday–Friday, 9am–5pm
25 days' holiday + bank holidays, increasing with service
Office closure between Christmas and New Year
Competitive bonus scheme
4% pension contribution
Private medical insurance after 1 year
Cycle-to-work scheme
Paid volunteering day
Birthday day off
EV scheme eligibility after 1 year
Interested? Get in touch for a confidential conversation with Jo at Financial Divisions.
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Contact Details:
Financial Divisions Careers Recruitment Team
