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Recruit UK | Certified B Corp provided pay range
This range is provided by Recruit UK | Certified B Corp. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
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 in Tunbridge Wells and seeking a Financial Planning Administrator to provide essential support to advisers and ensure a seamless experience for clients. This company brings an entrepreneurial spirit to what they do - whether it be wealth management or accountancy - this firm are changemakers in the industry. They've built their entire business to move with purpose - for people and planet.
The Role
1. Process and manage client transactions and financial data
2. Ensure accurate record-keeping and compliance
3. Support client onboarding and ongoing service requests
4. Assist with meeting preparation and follow-ups
5. Communicate with clients and providers to keep everything running smoothly
What You’ll Need
1. Experience in financial planning administration
2. Strong attention to detail and organisational skills
3. Excellent communication and relationship-building abilities
4. Ability to prioritise and adapt in a fast-paced setting
5. Studying towards a financial planning qualification (desirable but not required)
What’s on Offer
1. Hybrid working and flexible hours
2. Competitive salary and benefits
3. Award winning wellbeing offering (physical, mental, spiritual and financial health)
4. Volunteering opportunities to work with your local community and charities
5. No dress code - wear what you like!
If you're looking for a role where you can make an impact and do things differently to how wealth management has traditionally been done while also being supported to be the best, whole version of you in the workplace - get in contact or apply today!
Seniority level
Associate
Employment type
Full-time
Job function
Administrative
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