Hybrid Financial Planning Assistant | Client Services

mbf; Maidstone; Hybrid; GBP 27,000 - 32,000; Full time

Job summary

A respected wealth management firm in Maidstone is seeking a Financial Planning Assistant to support their Financial Planning team. This hybrid role combines three days in the office and two days working from home. Candidates should have a strong client-service mindset and relevant experience in financial planning. Full support towards professional qualifications is provided. The salary is up to £32,000 with an annual discretionary bonus and an excellent benefits package.

Benefits

Up to £32,000 salary

Annual discretionary bonus

Excellent benefits package

Hybrid working (3 days office / 2 days home)

Qualifications

• Experience as a Financial Planning Assistant or Administrator.
• Desire to develop within a high-quality advisory environment.

Responsibilities

• Support Financial Planners with day-to-day administration.
• Build and maintain strong client relationships.
• Maintain accurate client records.

Skills

Client service mindset

Strong communication skills

Job description

A respected wealth management firm in Maidstone is seeking a Financial Planning Assistant to support their Financial Planning team. This hybrid role combines three days in the office and two days working from home. Candidates should have a strong client-service mindset and relevant experience in financial planning. Full support towards professional qualifications is provided. The salary is up to £32,000 with an annual discretionary bonus and an excellent benefits package.