- Financial Planning Administrator
- 6 - 12 months of experience required
- £28k - £30k plus bonuses and benefits
- Offices near Maidstone (Kent)
- 25 days holiday + private medical, pension, life cover
- Working with HNW & UHNW clients
My client is a wealth planning practice based outside Maidstone who have been operating for 5+ years and I have placed 2 members of staff into the business. They have an excellent reputation providing very solid financial advice to both private and corporate clients who lives across Kent and Sussex. They have a large book of business made up of City professionals, families, retirees, and business owners with £500k to invest with their top client holding £5m+ to invest.
The Managing Director is seeking a brand new junior Financial Administrator. Typical duties will include writing letter of authority and valuation, speaking to customers on the phone, scheduling client reviews and preparing documentation for any reviews/meetings, collecting data from product providers, process and submit new business to providers and ensure applications are completed accurately. Ensure agreements, including fee schedules, are in place and signed, documented, and saved and that all records are up to date, amongst others. Full training will be provided.
The role will be office based and YOU MUST HAVE A CAR . If you are sitting any exams then the Directors will support you with your studies. The management team place a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away as well as supporting with weekly "wellness sessions".
The MD is looking to offer £28k - £30k basic salary, possibly more for the right candidate with an attractive benefits package including 25 days holiday, private medical, pension and life cover
If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you.
If this role sounds of interest or any other roles I am working on please get in touch.
Finance Graduate in Maidstone employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
