Financial Administrator Tonbridge, Kent £35,000 - £38,000 Permanent
Are you an experienced Financial Administrator who thrives in a small IFA environment? Do you take pride in your work, communicate proactively and naturally support the people around you? If so, we want to hear from you.Financial Divisions is recruiting on behalf of a well-established, family-run independent financial planning practice in Tonbridge. This is a permanent role offering a varied and fulfilling workload within a close-knit, supportive team.The RoleAs Financial Administrator, you will be the backbone of the practice - keeping everything running smoothly and ensuring clients and advisers are well supported at every stage. This is a hands-on, autonomous role for someone who takes ownership and gets things done without needing to be chased.Key responsibilities include:• Drafting Letters of Authority and valuation requests• Creating meeting packs on behalf of the Financial Adviser• Handling all client and provider queries via phone and email• Basic suitability reports and ISA top-ups• General financial administration and workflow managementAbout YouThe practice is looking for someone who genuinely cares about client outcomes and delivering a great client experience - this is the most important quality they are looking for.Beyond that, the right person will:• Take ownership of their work and follow things through without being chased• Be adaptable and willing to help across different areas of the business• Communicate proactively with colleagues, clients and providers• ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!