Finance Graduate

Financial Planning Administrator 6 - 12 months of experience required £28k - £30k plus bonuses and benefits Offices near Maidstone (Kent) 25 days holiday + private medical, pension, life cover Working with HNW and UHNW clients My client is a wealth planning practice based outside Maidstone who have been operating for 5+ years and I have placed 2 members of staff into the business. They have an excellent reputation providing very solid financial advice to both private and corporate clients who lives across Kent and Sussex. They have a large book of business made up of City professionals, families, retirees, and business owners with £500k to invest with their top client holding £5m+ to invest. The Managing Director is seeking a brand new junior Financial Administrator. Typical duties will include writing letter of authority and valuation, speaking to customers on the phone, scheduling client reviews and preparing documentation for any reviews/meetings, collecting data from product providers, process and submit new business to providers and ensure applications are completed accurately. Ensure agreements, including fee schedules, are in place and signed, documented, and saved and that all records are up to date, amongst others. Full training will be provided. The role will be office based and YOU MUST HAVE A CAR. If you are sitting any exams then the Directors will support you with your studies. The management team place a lot of emphasis on staff wellbeing and team rapport ..... full job details .....