At a Glance
- Tasks: Support a director in managing client queries and financial data.
- Company: Join a close-knit team in a thriving wealth management firm.
- Benefits: Competitive salary, 25 days holiday, private medical insurance, and more.
- Other info: Potential to progress into adviser roles for ambitious candidates.
- Why this job: Kickstart your career in financial services with real growth opportunities.
- Qualifications: 3+ years in Financial Services, strong communication, and organisational skills.
The predicted salary is between 36000 - 44000 £ per year.
Are you organised, proactive, and ready to take your financial services career to the next level?
Any additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply.
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. xgikmsk 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...
Financial Administrator | Adviser Support | Tunbridge Wells | Up to £40.000 in Royal Tunbridge Wells 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
StudySmarter Expert Advice🤫
We think this is how you could land Financial Administrator | Adviser Support | Tunbridge Wells | Up to £40.000 in Royal Tunbridge Wells
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Financial Divisions Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Administrator | Adviser Support | Tunbridge Wells | Up to £40.000 in Royal Tunbridge Wells
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Financial Divisions Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Financial Divisions Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Financial Divisions Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Financial Divisions Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Financial Divisions Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Financial Divisions Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
