Wealth Admin & Client Support — Path to Adviser Roles

Financial Divisions; Tunbridge Wells; On-site; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Competitive bonus scheme

4% pension contribution

Private medical insurance (after 1 yr)

Cycle scheme

Birthday off

EV scheme eligibility (after 1 yr)

Job summary

Financial Divisions in Tunbridge Wells is seeking an experienced Financial Administrator to join their office-based wealth management team. You will support a director with day-to-day workload, maintain client files, input data, prepare for meetings and chase pipeline work.

With 3+ years in Financial Services, you are organised, proactive and able to manage multiple tasks while maintaining confidentiality. Typical hours are Monday–Friday, 9am–5pm, with a supportive team and clear progression.

Qualifications

• 3+ years' experience in Financial Services.
• Strong communication skills and ability to build client relationships.
• Organised, proactive and able to juggle multiple priorities.

Responsibilities

• Support a director with day-to-day workload management, incl. emails, client queries, deadlines and follow-ups.
• Maintain accurate client files and input financial data onto systems.
• Collate client information and prepare for meetings.

Skills

Client communication

Relationship building

Multitasking

Discretion

IT proficiency

Tools

MS Excel

CRM software

Accounting software

Job description

Financial Divisions in Tunbridge Wells is seeking an experienced Financial Administrator to join their office-based wealth management team. You will support a director with day-to-day workload, maintain client files, input data, prepare for meetings and chase pipeline work.

With 3+ years in Financial Services, you are organised, proactive and able to manage multiple tasks while maintaining confidentiality. Typical hours are Monday–Friday, 9am–5pm, with a supportive team and clear progression.