Financial Administrator - Tonbridge - £33k + Bonus + Benefits - Hybrid

With their whole of market strategies and advice, coupled with their personalised service, my client, a proud member of the CFP profession, has established themselves as the go-to wealth planner in their community. Having worked closely with this firm and placing several candidates with them, they have asked us to help recruit a Financial Administrator to join their dynamic team., As a Financial Administrator your duties will include:

• Providing proactive and efficient support to directors and consultants of Wealth Management clients.

• Handling new business and servicing administration, along with general administration and special projects. Direct responsibility will be assigned for specific administrative tasks, requiring effective management.

• Assisting the office manager in implementing changes to administration procedures to improve efficiencies and continually enhancing processes.

• Participating in relevant internal and external meetings and courses and offering feedback afterward on how to implement benefits or changes in daily operations.

• Contributing to team and business development through suggestions, feedback, and active involvement in meetings.

• Ensuring accurate maintenance and updating of back-office records in response to changes or advisories. Helping colleagues during periods of sickness, increased workloads, or vacation.

• Experience in processing commission and fee statements and raising invoices within I.O. is preferred.