Financial Advice Administrator/Trainee - Hybrid

** Fantastic New Career Opportunity **

Suits someone with any financial services, insurance or other related experience!

This is an incredibly rare opportunity, for someone to join an industry-leading Advisory Practice, with an outstanding reputation – who are willing to recruit someone and support their progression including completing Financial Planning qualifications, alternatively you might prefer to develop into a more administrative management capacity

Super team with exciting future plans

Great, modern working environment!

In the role, you will work as part of a small and growing team, taking on a varied responsibility set to support the advising process from start to finish, ranging from:
- client servicing – arranging onboarding and service reviews, resolving queries and providing insights;
- operational support – processing technical documents such as market reviews, annual service reviews, product packs and other reports;
- risk and compliance – fulfilling regulatory requirements to high standard of accuracy;
- and other key projects.

Direct experience is not essential – other relevant experience might include any area of financial service/insurance/similar

Salary £25-30,000 + super benefits

Hybrid working option – or, if you prefer, full time office based in Tunbridge Wells
Free parking
Full training provided
Ongoing career progression opportunity

This is an opportunity not to be missed if you want to build your career within financial services!

Could suit someone working in London and preferring to work locally, or someone hoping to make the jump into the world of financial advisory

For success in the role, you must have excellent written and verbal English in order to communicate with clients and providers alike, high accuracy and attention in order to process documentation and compliance frameworks; and some evidencable interest in a career in the sector

If this sounds like you… and you are based within reasonable commute to Tunbridge Wells…. Apply now! Or contact Miles Dutton on 01892 540054 to discuss further