Job Title: Financial Planning Administrator
Location: Tunbridge Wells, Kent
Salary: £30,000-£35,000
Job Reference: 7271
Are you experienced in financial planning administration and looking for a new opportunity? Do you thrive in a supportive, client-focused environment?
Recruit UK is hiring in Tunbridge Wells and seeking a Financial Planning Administrator to provide essential support to advisers and ensure a seamless experience for clients. This company bring an entrepreneurial spirit to what they do – whether it be wealth management or accountancy – this firm are changemakers in the industry. It’s no wonder they’ve won multiple awards, in both how they look after their clients but also their employees. They’ve built their entire business to move with purpose – for people and planet.
The Role:
* Process and manage client transactions and financial data
* Ensure accurate record-keeping and compliance
* Support client onboarding and ongoing service requests
* Assist with meeting preparation and follow-ups
* Communicate with clients and providers to keep everything running smoothly
What You’ll Need:
* Experience in financial planning administration
* Strong attention to detail and organisational skills
* Excellent communication and relationship-building abilities
* Ability to prioritise and adapt in a fast-paced setting
* Studying towards a financial planning qualification (desirable but not required)
What’s on Offer:
* Hybrid working and flexible hours
* Competitive salary and benefits
* Professional development opportunities
* Supportive team culture
* Award winning wellbeing offering (physical, mental, spiritual and financial health)
* Social culture
* Volunteering opportunities to work with your local community and charities
* Generous holiday allowance
* No dress code – wear what you like!
If you’re looking for a role where you can make an impact and do things differently to how wealth management has traditionally been done while also being supported to be the best, whole version of you in the workplace – get in contact or apply today!