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Financial Planning Administrator / Client Services
£35-40,000 + hybrid working + benefits!
Tunbridge Wells, Kent
Recruitment Solutions South East Ltd
*Hiring Now! Fantastic Role to Progress Your Financial Services Career Locally!*
Could be a fantastic opportunity for someone with Administration, Client Services, PA or Relationship Management experience within the Financial Planning / Advisory sector to take on a new challenge!
Award-winning and highly successful financial planning practice with an impressive client portfolio, now seeking to recruit to their growing team, through an exciting phase of expansion.
Would be a great chance to grow your career in a company with a fantastic culture and ethos!
Day to day within this role you will take on a varied responsibility set, encompassing :-
Client interfacing by phone and email on behalf of Financial Planners/Advisors;
Arranging and managing diaries, attending and minuting meetings;
Producing documentation such as reports and product documents;
Administering onboarding and risk and compliance processes;
And much more!
Super working environment - modern offices based near to Tunbridge Wells
Collaborative and wellbeing-orientated team culture
Varied day-to-day, with training, chance to pursue Financial Advisory qualifications and opportunity to grow and develop in your role
Salary £35-40,000
+ company benefits
+ hybrid working
Free parking
Mon-Fri 37,5 hr work week
If you have any level of experience within financial advice / planning work perhaps in administration, client service or relationship management, and want to work locally - then this could be the role for you!
Apply now with your CV for immediate consideration or contact Miles Dutton at Recruitment Solutions in Tunbridge Wells in confidence to discuss!
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