FINANCIAL PLANNING ADMINISTRATOR - GRAVESEND

The JobsBoard; Gravesend; On-site; GBP 24,000 - 34,000; Full time

Benefits offered by this job

Company pension

Casual dress

Training and development

Job summary

The JobsBoard is seeking a Financial Services Administrator for a growing wealth management practice. You will support financial advisers, manage client diaries, prepare meeting packs, and help maintain accurate client records on CRM systems and financial platforms.

This on-site role offers ongoing training, a friendly team, and opportunities to develop a career in financial services with exposure to wealth planning administration and documentation processing.

Qualifications

• Experience in financial services or wealth management is advantageous.
• Excellent written and verbal communication.
• Ability to handle confidential information professionally.
• Strong organisational and administrative skills.

Responsibilities

• Managing client diaries and scheduling appointments.
• Preparing client meeting packs and reports.
• Maintaining client records in CRM and financial platforms.
• Preparing letters, correspondence and mail merges.
• Processing Letters of Authority (LOAs) and liaising with providers.
• Chasing providers and Head Office for updates and information.
• Handling confidential client documents securely and in line with compliance.
• Logging client calls and emails on internal systems.
• Downloading and preparing provider factsheets and documentation.
• Supporting electronic filing, scanning, printing and document management.
• Answering incoming calls and assisting with client enquiries.
• Monitoring office receipts and ordering stationery.
• Supporting client communications and general office administration.
• Providing wider administrative and operational support to the team.

Skills

Microsoft Office

Organisational skills

Attention to detail

Time management

Communication skills

Tools

CRM systems

Job description

About the Role

A growing wealth management practice is looking for an organised and enthusiastic Financial Services Administrator to join its friendly and professional team.

This is an excellent opportunity for someone looking to build a career within financial services, gaining valuable experience in a client-focused environment while supporting financial advisers and the wider business with day-to-day administrative tasks.

Working closely with the management team and existing administrators, you will play an important role in ensuring the smooth running of the practice and delivering a high standard of service to clients.

Key Responsibilities

• Managing client diaries and scheduling appointments
• Preparing client meeting packs, report packs and supporting documentation
• Maintaining accurate client records using CRM systems and financial services platforms
• Preparing letters, correspondence and mail merges
• Processing Letters of Authority (LOAs), completing checklists and liaising with providers
• Chasing providers and Head Office for updates and outstanding information
• Handling confidential client documents securely and in line with compliance procedures
• Logging client calls and emails accurately on internal systems
• Downloading and preparing provider factsheets and relevant documentation
• Supporting electronic filing, scanning, printing and document management
• Answering incoming calls and assisting with client enquiries professionally
• Monitoring office receipts and ordering stationery and supplies
• Supporting client communications and general office administration
• Providing wider administrative and operational support to the team as required

Skills and Experience

• Good working knowledge of Microsoft Office, particularly Word, Excel and Outlook
• Excellent attention to detail and strong organisational skills
• Effective time management, with the ability to prioritise tasks and meet deadlines
• Confident telephone manner and strong written and verbal communication skills
• Ability to handle confidential information professionally
• Comfortable working independently and collaboratively within a busy team
• A proactive approach, with the initiative to identify and resolve routine issues
• Previous experience within financial services or a wealth management environment would be advantageous; candidates with strong administration skills who are keen to develop a career in financial services are also encouraged to apply

What’s on Offer

• The opportunity to develop a career within financial services
• A friendly and supportive working environment
• Ongoing training and development
• Exposure to a broad range of wealth management and financial planning administration
• The opportunity to grow alongside an expanding practice
• Company pension
• Casual dress and company events