Finance Graduate

Financial Divisions; Maidstone; On-site; GBP 28,000 - 30,000; Full time

Benefits offered by this job

25 days holiday

Private medical

Pension

Life cover

Job summary

Financial Divisions is seeking a junior Financial Planning Administrator to support a wealth planning practice near Maidstone. The role offers hands-on training and exposure to HNW clients, with a clear path to develop skills in client administration and compliance.

You will handle letters of authority, client reviews scheduling, data gathering from providers, and submitting new business. A car is required, 25 days holiday, private medical, pension and life cover are included.

Qualifications

• 6–12 months of experience in financial administration.
• Basic understanding of client data handling and paperwork.

Responsibilities

• Write letters of authority and valuation for clients.
• Speak to customers on the phone and schedule client reviews.
• Prepare documentation for reviews/meetings.
• Collect data from product providers and submit new business to providers.
• Ensure fee schedules and agreements are signed, stored and up to date.

Skills

6-12 months experience

Job description

• 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 & 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 and regularly enjoy company socials and trips away as well as supporting with weekly "wellness sessions".

The MD is looking to offer £28k - £30k basic salary, possibly more for the right candidate with an attractive benefits package including 25 days holiday, private medical, pension and life cover

If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you.