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Financial administrator to paraplanner - up to £30k - hybrid/3 days in office - near canterbury+...

Canterbury
Permanent
Financial Divisions
Posted: 6 June
Offer description

+Study Support and Career Progression

Are you a seasoned Financial Administrator seeking a dynamic role that offers career progression, hybrid working, and study support?

Our client, a renowned boutique financial services firm based in Kent, is celebrated for its personalised approach to financial planning. With a strong reputation for promotion and mentorship, they are now seeking a Financial Administrator to join their team. The firm offers a comprehensive suite of services, including investment management, pension planning, protection planning, and discretionary investment management, all carefully tailored to address the unique needs of their clients.

Key Responsibilities:

* Effectively handle queries from clients and other parties, ensuring accurate and appropriate communication.
* Communicate with clients via telephone, taking and acting on verbal instructions, and promptly referring to relevant departments if necessary.
* Arrange meetings for financial advisers.
* Create and maintain accurate client records in compliance with company policies and procedures.
* Liaise with product providers and other third parties.

Qualifications:

1. Ideally educated to at least A-Level or equivalent, including GCSE Maths and English at grade B or Grade 5.
2. At least 3-5 years of experience in a financial services role. Ex...

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