Administrator

Financial Divisions; Maidstone; On-site; GBP 27,000 - 33,000; Full time

Benefits offered by this job

25 days' holiday + Christmas shutdown

Dog-friendly office

Private medical insurance

Pension and life cover

Strong team culture with social events

Job summary

Financial Divisions in Maidstone, Kent is seeking a Financial Administrator to join our growing independent financial planning firm near Maidstone. This role offers a genuine career opportunity with a clear pathway into paraplanning, alongside a small team of experienced advisers, mentorship and study support toward professional qualifications.

You will provide day-to-day client administration and case management, prepare financial planning documentation and suitability reports (full training

Qualifications

• Some experience in financial services or wealth management
• Highly organised with careful attention to detail
• Genuine interest in financial planning and client service
• Strong communication and collaborative approach
• Keen to develop technical knowledge and progress towards qualifications
• Comfortable in a small-team environment
• Ambitious to progress into paraplanning

Responsibilities

• Provide day-to-day client administration and case management
• Prepare financial planning documentation and reports (training provided)
• Support advisers with research and technical queries
• Maintain databases and complete compliance administration
• Gradually take on paraplanning projects under supervision
• Assist with client meetings and financial planning sessions
• Liaise with clients, providers and third parties as required

Skills

Organised

Attention to detail

Communication skills

Collaborative

Progress into paraplanning

Job description

Financial Administrator – Pathway to Paraplanner

Location: Maidstone, Kent

Salary: Up to £30,000 DOE

The Role

We're recruiting a Financial Administrator to join a growing independent financial planning firm based near Maidstone.

Based in beautiful offices set in the countryside just outside of Maidstone, this is a genuine career opportunity for someone looking to develop their career within financial planning, with a clear pathway into a Paraplanner role. You'll work alongside a small team of experienced advisers, gaining exposure to both administration and paraplanning while receiving dedicated mentorship and study support towards professional qualifications.

What You’ll Do

• Provide day-to-day client administration and case management
• Prepare financial planning documentation and suitability reports (full training provided)
• Support advisers with research and technical queries
• Maintain databases and complete compliance administration
• Gradually take on paraplanning projects under supervision
• Assist with client meetings and financial planning sessions
• Liaise with clients, providers and other third parties as required

About The Company

An established independent financial planning firm with experienced advisers and ambitious growth plans.

The firm works with a diverse client base, including high-net-worth individuals, business owners, trustees and families, providing a broad range of financial planning and wealth management services.

Who They’re Looking For

• Financial Administrator with some experience in financial services or wealth management
• Highly organised with excellent attention to detail and accuracy
• Genuine interest in financial planning and delivering excellent client service
• Strong communication skills and a collaborative approach
• Keen to develop technical knowledge and progress towards professional qualifications
• Comfortable working in a close-knit, small-team environment
• Ambitious and motivated to progress into paraplanning

Why This Opportunity?

• Beautiful offices in the Kent countryside
• Dog-friendly office
• Clear progression pathway into Paraplanning
• Dedicated mentoring and study support
• Support towards professional qualifications
• 25 days' holiday plus full Christmas shutdown
• Private medical insurance
• Pension and life cover
• Strong team culture with regular social activities