Wealth Admin & Client Support — Path to Adviser Roles

Wealth Admin & Client Support — Path to Adviser Roles

Full-Time No working from home possible
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Financial Divisions in Tunbridge Wells is seeking an experienced Financial Administrator to join their office-based wealth management team. You will support a director with day-to-day workload, maintain client files, input data, prepare for meetings and chase pipeline work.

With 3+ years in Financial Services, you are organised, proactive and able to manage multiple tasks while maintaining confidentiality. Typical hours are Monday–Friday, 9am–5pm, with a supportive team and clear progression.

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Wealth Admin & Client Support — Path to Adviser Roles 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.

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Contact Details:

Financial Divisions Recruitment Team