Financial Planning Assistant
Maidstone, Kent | Hybrid Working
We are currently working with a well-established and highly respected wealth management firm in Maidstone, Kent, who are looking to recruit a Financial Planning Assistant to join their growing Financial Planning team.
This is an excellent opportunity to join a professional, forward-thinking organisation with a strong presence across the UK, providing advice to HNW and UHNW clients and known for its high standards of client service.
The role offers a hybrid working pattern, with three days per week office-based and two days working from home.
The Role
You will support Financial Planners with day-to-day administration and client servicing, playing a key role in delivering excellent outcomes for clients.
Key responsibilities include:
* Working closely with aligned Financial Planners to deliver high-quality client service
* Building and maintaining strong client relationships
* Maintaining back-office systems and accurate client records
* Requesting policy information from third-party providers
* Liaising with internal operational teams as required
* Preparing meeting packs and client valuations
The Person
This role would suit an experienced and professional Financial Planning Assistant or Administrator with a strong client-service mindset and a desire to develop within a high-quality advisory environment. Full support towards further professional qualifications is provided.
Package
* Salary up to £32,000
* Annual discretionary bonus
* Excellent benefits package
* Hybrid working (3 days office / 2 days home)