FINANCIAL ADMINISTRATOR ADVISER SUPPORT CRANBROOK Up to &;40,000 Fully Office-Based

FINANCIAL ADMINISTRATOR ADVISER SUPPORT CRANBROOK

Up to £40,000 Fully Office-Based

Are you an experienced Financial Administrator looking for a role where you can develop your career within financial planning and wealth management?

My client is looking for an organised, proactive Financial Administrator to join their close-knit team in Cranbrook . You'll work closely with one of the Directors, providing high-level adviser support and helping to keep the day-to-day client and business activity running smoothly.

The Role

You'll be responsible for:

• Supporting a Director with day-to-day workload management, including emails, client queries, deadlines and follow-ups

• Maintaining accurate client records and inputting financial information onto internal systems

• Preparing client information and ensuring everything is ready for meetings

• Managing and chasing pipeline business through to completion

• Liaising with Paraplanners, colleagues, providers and clients to keep cases progressing

• Ensuring work is completed accurately, efficiently and in line with compliance requirements

• Producing reports and assisting with ad hoc requirements across the business

What We're Looking For

You'll ideally have 3+ years' experience within Financial Services and be someone who enjoys taking ownership and getting things done.

We're looking for someone who is:

• Highly organised, proactive and detail-focused

• A confident communicator who builds strong relationships

• IT confident, numerate and comfortable working with financial information

• Able to manage multiple priorities and deadlines

• Professional and discreet when handling confidential information

• Positive, reliable and willing to get involved across the wider team

Why Join?

This is much more than an administration role . It offers genuine long-term career development within a successful wealth management business. Previous individuals in similar positions have progressed into Financial Adviser roles , making this an excellent opportunity for someone with ambition to develop their career.

What's on Offer?

Up to £40,000

Monday-Friday, 9am-5pm

25 days' holiday + bank holidays, increasing with service

Office closure between Christmas and New Year

Competitive bonus scheme

4% pension contribution

Private medical insurance after 1 year

Cycle-to-work scheme

Paid volunteering day

Birthday day off

EV scheme eligibility after 1 year

Interested? Get in touch for a confidential conversation with Jo at Financial Divisions.