Administrator Paraplanning Support
other jobs TN Recruits
Added before 70 Days
  • England,South East,Kent,Tunbridge Wells
  • full-time
  • £22,000 - £29,000 per annum
Job Description:
Are you passionate about pensions and investments administration?
 
Do you excel in building long-term professional relationships?
  
If so, an established & highly regarded Tunbridge Wells firm would like you to join their team!
 
About them: They take pride in developing lasting, professional relationships with their clients. Currently, they are actively seeking a full-time Financial Administrator to support their team. This is an exceptional opportunity for a proactive and experienced professional to join a hardworking and dedicated team that offers flexibility, a casual and social working environment, and ample opportunities for career growth
 
What They’re Looking For:
* Experience: Minimum of 2 years in pensions and investments administration.
* Skills: Excellent communication, IT skills, research and analytical abilities.
* Attributes: Honest, trustworthy, self-motivated, and able to work well in a team.
 
Desirable qualifications, or a willingness to work towards:
* CII any Quals or RO papers, or LF papers.
* Experience with Intelligent Office system is a plus but not essential.
 
Key Responsibilities:
* Provide comprehensive administrative support to enable business objectives.
* Develop relationships with providers and act as a point of reference.
* Maintain accurate client data in the firm’s preferred system.
* Collaborate with the Paraplanning team for seamless client work transitions.
* Adhere to compliance standards and encourage positivity within the office.
* Support colleagues with workload and training as needed.
* Prioritise tasks and ensure excellent client service.
* Continuously develop skills and complete relevant CPD.
 
What They Offer:
* Salary: £22-29K subject to experience, with study support also offered
* Hours: Monday – Friday, 9am – 5pm.
* Benefits: 25 days holiday, private medical insurance, parking.
* Environment: Casual, relaxed, and social working atmosphere.
  
Ready to apply?
If you are enthusiastic about delivering top-notch client service and eager to develop your career in financial administration, Jo at TN Recruits would love to hear from you. Apply today and become a part of this dynamic team!

/

In application for this role, you are consenting to TN Recruits Ltd retaining your details to secure you work. All information provided will be held securely for up to 3 years unless we are contacted and instructed otherwise.
Job number 1441387
metapel
Company Details:
TN Recruits
Company size: 20–49 employees
Industry: Recruitment Consultancy
With a fresh and enthusiastic approach to all your recruitment needs, TN Recruits takes pride in getting it right for you.With almost ten years’...
The jobs on site are for both men and women