Client Services Administrator/Manager – Financial Planning


*Hot New Career role for someone with Industry Experience *


Superb company – established >30 years, growing practice with several industry awards!

Reputable employer – work-life balance, modern working environment, hybrid working policy, + employee benefits!

Busy and varied role – client interfacing, producing documentation and working alongside esteemed advisers/planners!


Apply with your CV, or better, call Miles Dutton on 01892 540054 to avoid missing out!


This would be an ideal role for a candidate with administrative/client services experience in the financial planning/advice sector seeking a local career move, with future scope!

Joining a thriving practice with a great reputation and exciting future plans, this is a crucial role in their client servicing and administrative function.
Day to day, you will be involved with:-
- Client Management – assisting book yearly and ad hoc review meetings;
- Document Administration – producing documents for meetings including fact finds, suitability letters, projection;
- Risk/Compliance – client onboarding, compliance check completions, fulfilling regulatory processes;
- Transaction set up, processing and amendments;
- Handling product and account queries;
- And much more!

Mon-Fri 37,5 hr

£37-40,000 + benefits inc generous holiday, company pension, hybrid working, parking in T Wells (!), and much more!

Chance to pursue training and qualifications!

Nearby to Tunbridge Wells – accessible easily by train, bus and car!

If you have experience in a relevant role/sector, apply now with your CV, or call Miles on 01892 540054 to discuss!