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 for a Wealth team in Tunbridge Wells and seeking a Financial Planning Administrator to provide essential support to advisers and ensure a seamless experience for clients.
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
If you’re looking for a role where you can make an impact, apply today!