At a Glance
- Tasks: Support financial advisors and paraplanners with administrative tasks and client management.
- Company: Join a growing Financial Planning Practice in Maidstone.
- Benefits: Enjoy a £40K salary, 28 days annual leave, and flexible working options.
- Other info: Opportunity for career growth in a supportive environment.
- Why this job: Be part of a dynamic team making a real difference in clients' financial journeys.
- Qualifications: Experience in financial services and strong administrative skills required.
The predicted salary is between 40000 - 40000 £ per year.
NEW VACANCY - Client Relationship Administrator - Maidstone, Kent - £40K We're working with a growing Financial Planning Practice in Maidstone who are looking for an experienced Client Relationship Administrator to join their team on a permanent basis.
This is a busy, varied administrative role supporting advisors and paraplanners — perfect for someone with a financial services background who knows their way around financial admin.
Key
Responsibilities
- Processing and submitting new business applications end-to-end
- Preparing and submitting Letters of Authority (LOA) and chasing providers
- Obtaining valuations, policy information and client data from third parties
- Preparing templated suitability reports under advisor and paraplanner direction.
- Maintaining accurate client records on CRM systems
- Managing advisor diaries and preparing documentation for client reviews
- Processing servicing requests — fund switches, withdrawals, amendments
- Liaising with head office and third-party providers to resolve queries
- Supporting paraplanners with data gathering and file preparation
- The
Package
- Annual
- Leave: 28 days
- Working
Pattern: Monday–Thursday in the office, Friday working from home Interes...
We think you need these skills to ace NEW VACANCY - Client Relationship Administrator - Maidstone, Kent - £40K
Communication Skills
Attention to Detail
Problem-Solving Skills
Time Management
Organisational Skills
Record Keeping
Interpersonal Skills
