Financial Administrator Adviser Support Tunbridge Wells Up to &;40.000
Job Description
Are you organised, proactive, and ready to take your financial services career to the next level?
My client is seeking an experienced Financial Administrator to join their close-knit team near Tunbridge Wells. This is a fully office-based role working directly with one of their directors-the perfect opportunity to build a lasting career in wealth management.
What You'll Be Doing
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Supporting a director with day-to-day workload management, including emails, client queries, deadlines and follow-ups
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Maintaining accurate client files and inputting financial data onto systems
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Collating client information and ensuring seamless preparation for meetings
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Chasing pipeline business from start to finish and managing timelines
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Working compliantly and efficiently to deliver excellent client outcomes
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Liaising with paraplanners, colleagues and clients to keep everything moving smoothly
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Producing reports and handling ad hoc requests to keep the team running smoothly What They're Looking For
You're confident, highly organised and thrive in a busy, fast-paced environment. With 3+ years' experience in Financial Services, you understand the industry and are genuinely interested in developing your knowledge further.
You're:
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A strong communicator who builds excellent relationships
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Proactive, detail-focused and comfortable juggling multiple priorities
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IT confident, numerate and a problem-solver
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Discreet and professional when handling confidential information
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Someone who takes ownership and is willing to get involved wherever needed Why Join Them
This isn't just a support role-it's a genuine career opportunity. People in similar positions have progressed into adviser roles, so this could be your stepping stone to something bigger.
What They Offer
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Monday-Friday, 9am-5pm
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25 days' annual holiday plus bank holidays (additional day per year after 3 years service)
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Office closure Christmas-New Year
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Competitive bonus scheme
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4% pension contribution
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Private medical insurance (after 1 year)
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Cycle scheme, paid volunteering day and birthday off
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EV scheme eligibility (after 1 year) Ready to support a thriving team and grow your career? Get in touch and I'll tell you more.
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