Wealth Management Admin & Director Support — Office-Based

Confidential; Tunbridge Wells; On-site; GBP 22,000 - 30,000; Full time

Benefits offered by this job

25 days annual holiday

Office closure Christmas-New Year

Competitive bonus scheme

4% pension contribution

Private medical insurance

Cycle scheme

Volunteering day

Birthday off

EV scheme eligibility

Job summary

Confidential is seeking an experienced Financial Administrator to join its close-knit team near Tunbridge Wells. This fully office-based role works directly with one of the directors, offering a clear path to build a lasting career in wealth management.

You will manage the director's workload, maintain client files and input data, collate information for meetings, chase pipeline work, and produce reports. A strong communicator who thrives in a busy environment will excel here.

Qualifications

• 3+ years' experience in Financial Services.
• Confident, highly organised in a busy environment.
• Willing to develop knowledge further.

Responsibilities

• Support a director with day-to-day workload management, including emails, client queries, deadlines and follow-ups.
• Maintain accurate client files and input financial data onto systems.
• Collate client information and prepare for meetings.
• Chase pipeline work from start to finish and manage timelines.
• Work compliantly to deliver excellent client outcomes.
• Liaise with paraplanners, colleagues and clients to ensure smooth progression.
• Produce reports and handle ad hoc requests to keep the team running smoothly.

Skills

Strong communicator

Organised and proactive

Multitasking and prioritisation

IT literacy and numeracy

Discretion and professionalism

Job description

Confidential is seeking an experienced Financial Administrator to join its close-knit team near Tunbridge Wells. This fully office-based role works directly with one of the directors, offering a clear path to build a lasting career in wealth management.

You will manage the director's workload, maintain client files and input data, collate information for meetings, chase pipeline work, and produce reports. A strong communicator who thrives in a busy environment will excel here.