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Permanent

Financial Administrator Adviser Support Tunbridge Wells Up to and;40.000

Financial Divisions
Tunbridge Wells
money-bag £10000 - £500000 Annual
Posted: 07 September 2026 (Today)
Closing date: 07 October 2026
Ref: 3170518405

Are you organised, proactive, and ready to take your financial services career to the next level? My client is seeking an experienced Financial Administrator to join their close-knit team near Tunbridge Wells. This is a fully office-based role working directly with one of their directors-the perfect opportunity to build a lasting career in wealth management. What You''ll Be Doing Supporting a director with day-to-day workload management, including emails, client queries, deadlines and follow-ups Maintaining accurate client files and inputting financial data onto systems Collating client information and ensuring seamless preparation for meetings Chasing pipeline business from start to finish and managing timelines Working compliantly and efficiently to deliver excellent client outcomes Liaising with paraplanners, colleagues and clients to keep everything moving smoothly Producing reports and handling ad hoc requests to keep the team running smoothly What They''re Looking For You''re confident, highly organised and thrive in a busy, fast-paced environment. With 3+ years'' experience in Financial Services, you understand the industry and are genuinely interested in developing your knowledge further. You''re: A strong communicator who builds excellent relationships Proactive, detail-focused and comfortable juggling multiple priorities IT confident, numerate and a problem-solver Discreet and professional when handling confidential information Someone who takes ownership and is ..... full job details .....

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