At a Glance
- Tasks: Manage client administration and support advisers with financial planning documentation.
- Company: Independent financial planning firm with a focus on growth and mentorship.
- Benefits: Salary up to £30,000, study support, and clear career progression.
- Other info: Join a supportive team in a beautiful countryside location.
- Why this job: Kickstart your finance career with hands-on experience and professional qualifications.
- Qualifications: Experience in administration and a passion for finance.
The predicted salary is between 43000 - 50000 £ per year.
We're recruiting an experienced Financial Administrator to join a growing independent financial planning firm based in beautiful countryside near Maidstone. This is a genuine career opportunity with a clear pathway to becoming a Junior Paraplanner. You'll work across administration and paraplanning duties, supporting a small team of experienced advisers. The role offers dedicated mentorship, study support, and the chance to progress toward professional qualifications.
WHAT YOU'LL DO
- Client administration and case management
- Preparing financial planning documentation and suitability reports
- Supporting the adviser team with research and technical queries
- Database management and compliance administration
- Gradually taking on paraplanning projects under supervision
- Contributing to client meetings and planning sessions
ABOUT THE COMPANY
An independent financial planning firm with experienced advisers, and ambitious growth plans. They serve a diverse client base including high-net-worth individuals.
Financial Administrator in Kent employer: Financial Divisions (City) LLP
Join a highly regarded financial planning firm in Bristol as a Finance Administrator, where you'll be part of a supportive team dedicated to delivering exceptional client experiences. With a focus on employee growth, the company offers comprehensive benefits, including full study support for professional qualifications, hybrid working arrangements, and excellent career progression opportunities. This is an ideal environment for those seeking meaningful work in a fun and dynamic setting.
Contact Details:
Financial Divisions (City) LLP Recruitment Team
