At a Glance
- Tasks: Support clients with pensions, investments, and protection product queries.
- Company: Grove Talent Solutions, a dynamic financial services firm.
- Benefits: 25 days holiday, study support, and a supportive work environment.
- Other info: Opportunity for growth in a collaborative team.
- Why this job: Be a key contact for clients and make a real difference in their financial planning.
- Qualifications: Strong organisational skills and attention to detail.
The predicted salary is between 30000 - 40000 £ per year.
Grove Talent Solutions is seeking a Financial Planning Administrator in Maidstone to support pensions, investments and protection product queries.
You will be a key contact for clients and liaise with product providers, ensuring high service standards for clients and internal stakeholders.
Your duties include processing new business, assisting advisers, arranging meetings, and handling back-office tasks with meticulous record keeping and compliance.
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Wealth Planning Administrator — Study Support & 25 Days Holiday employer: Grove Talent Solutions
Join a modern, independent financial planning firm in Kettering that prioritises employee growth and development. With a strong focus on training, exam support, and a collaborative work culture, this role as a Junior Paraplanner offers a unique opportunity to advance your career in a supportive environment. Experience the benefits of working in a professional setting that values accuracy, compliance, and teamwork, making it an excellent employer for those looking to make a meaningful impact in financial services.
