Job Information

*Hiring Now! Fantastic Role to Progress Your Financial Services Career Locally!*

Could be a fantastic opportunity for someone with Business Support, PA, Administration, Client Services or Relationship Management experience within Financial Services to take on a new challenge!

Award winning and highly successful financial planning practice with an impressive client portfolio, now seeking to appoint a PA/Senior Administrator to join their growing team through an exciting phase of expansion.

Would be a great chance to grow your career in a company with a fantastic culture and ethos!

Day to day within this role you will take on a varied responsibility set, encompassing :-
Client interfacing by phone and email on behalf of Financial Planners/Advisors;
Arranging and managing diaries, attending and minuting meetings;
Producing documentation such as reports and product documents;
Administering onboarding and risk and compliance;
And much more!

Super working environment – modern offices based near to Tunbridge Wells

Collaborative team culture

Varied day-to-day, with training, chance to pursue Financial Advisory qualifications and opportunity to grow and develop in your role

Salary £35-40,000
+ company benefits
+ hybrid working
Free parking

Mon-Fri 37,5 hr work week

If you have any level of experience within financial advice / planning work, perhaps in administration, client service or relationship management – then this could be the role for you!

Could be an ideal opportunity to work locally rather than in London/further afield, or to take a next career step!¬

Apply now with your CV for immediate consideration or contact Miles Dutton on 01892 540054 in confidence to discuss!