Financial Divisions is seeking a junior Financial Planning Administrator to support a wealth planning practice near Maidstone. The role offers hands-on training and exposure to HNW clients, with a clear path to develop skills in client administration and compliance.
You will handle letters of authority, client reviews scheduling, data gathering from providers, and submitting new business. A car is required, 25 days holiday, private medical, pension and life cover are included.
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Junior Financial Planning Administrator — Car Required, Training in Maidstone employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
