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 wi...
FINANCIAL ADMINISTRATOR | ADVISER SUPPORT | CRANBROOK Up to £40,000 | Fully Office-Based in Kent employer: Financial Divisions Careers
Join a highly respected Chartered Independent Financial Planning firm in Plymouth, where your career as a Trainee Financial Planner will flourish. With a strong commitment to employee development, you will benefit from comprehensive training, mentoring, and a dedicated support team, all within a collaborative culture that prioritises work-life balance and wellbeing. Enjoy a competitive salary, excellent bonus structure, and the flexibility of hybrid working, making this an ideal environment for those looking to build a meaningful and rewarding career in financial planning.
Contact Details:
Financial Divisions Careers Recruitment Team
