Financial Planning Administrator / Client Services
  £35-40,000 + hybrid working + benefits!
  Tunbridge Wells, Kent
  permanent,full-time

This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.


*Hiring Now! Fantastic Role to Progress Your Financial Services Career Locally!*



Could be a fantastic opportunity for someone with Administration, Client Services, PA or Relationship Management experience within the Financial Planning / Advisory sector to take on a new challenge!


Award-winning and highly successful financial planning practice with an impressive client portfolio, now seeking to recruit to their growing team, through an exciting phase of expansion.


Would be a great chance to grow your career in a company with a fantastic culture and ethos!



Day to day within this role you will take on a varied responsibility set, encompassing :-

Client interfacing by phone and email on behalf of Financial Planners/Advisors;
Arranging and managing diaries, attending and minuting meetings;
Producing documentation such as reports and product documents;
Administering onboarding and risk and compliance processes;
And much more!
Super working environment - modern offices based near to Tunbridge Wells



Collaborative and wellbeing-orientated team culture



Varied day-to-day, with training, chance to pursue Financial Advisory qualifications and opportunity to grow and develop in your role



Salary £35-40,000

+ company benefits

+ hybrid working

Free parking

Mon-Fri 37,5 hr work week



If you have any level of experience within financial advice / planning work perhaps in administration, client service or relationship management, and want to work locally - then this could be the role for you!



Apply now with your CV for immediate consideration or contact Miles Dutton at Recruitment Solutions in Tunbridge Wells in confidence to discuss!


Advertiser: Agency

Reference: MD

Posted on: 2024-06-09 08:48:16

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Financial Planning Administrator / Client Services
  £35-40,000 + hybrid working + benefits!
  Tunbridge Wells, Kent
  permanent,full-time

This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.


*Hiring Now! Fantastic Role to Progress Your Financial Services Career Locally!*



Could be a fantastic opportunity for someone with Administration, Client Services, PA or Relationship Management experience within the Financial Planning / Advisory sector to take on a new challenge!


Award-winning and highly successful financial planning practice with an impressive client portfolio, now seeking to recruit to their growing team, through an exciting phase of expansion.


Would be a great chance to grow your career in a company with a fantastic culture and ethos!



Day to day within this role you will take on a varied responsibility set, encompassing :-

Client interfacing by phone and email on behalf of Financial Planners/Advisors;
Arranging and managing diaries, attending and minuting meetings;
Producing documentation such as reports and product documents;
Administering onboarding and risk and compliance processes;
And much more!
Super working environment - modern offices based near to Tunbridge Wells



Collaborative and wellbeing-orientated team culture



Varied day-to-day, with training, chance to pursue Financial Advisory qualifications and opportunity to grow and develop in your role



Salary £35-40,000

+ company benefits

+ hybrid working

Free parking

Mon-Fri 37,5 hr work week



If you have any level of experience within financial advice / planning work perhaps in administration, client service or relationship management, and want to work locally - then this could be the role for you!



Apply now with your CV for immediate consideration or contact Miles Dutton at Recruitment Solutions in Tunbridge Wells in confidence to discuss!


Advertiser: Agency

Reference: MD

Posted on: 2024-06-09 08:48:16

I want to receive the latest job alerts for:

Finance and Administration and Insurance jobs in Tunbridge Wells, Kent

By creating a job alert, you agree to our Terms . You can change your consent settings at any time by unsubscribing or as detailed in our terms.

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