A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Tunbridge Wells.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Currently, our client is in search of a Financial Planning Administrator to augment their team, providing essential support to Senior Financial Planners.
These professionals offer wealth management services to a select portfolio of Ultra High Net Worth (UHNW) private clients.
Our highly regarded client, a prominent Investment Bank & Wealth Manager with a legacy tracing back to 1980, stands as a leader in Europe across the Asset Management, Private Banking, and Wealth Management sectors.
We are working with a well-established IFA based in Kent who are looking for an experienced Administrator with previous experience gained within Financial Services in an Administration role.
Due to growth our client is looking for an Administrator to join them on a permanent basis, providing a high level of administrative support to their internal Complaints department, ensuring all documentation and administration is completed correctly in line with FCA regulations and standards, meeting regulatory requirements.
Our client, a leading business in the Financial Services industry is seeking an Administrator to join them on a full-time, permanent basis.
The ideal candidate will have a minimum of 1 years' experience in a similar Administration role, and will be a confident individual with a high level of accuracy and attention to detail applied to their work at all times.
Are you an adept Senior Financial Administrator within Private Client Wealth Management?
Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries.
They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels.
Working alongside our expanding and talented underwriting team, you will review a volume of applications, assessing our customer profiles and making a decision to lend in line with our criteria and our funders risk appetite.
Position Title: Accounts Administrator / Bookkeeper
Some flexibility will be offered if needed (Full Time / 5 days would be considered)
Benefits: Gym membership (Edenbridge), Company pension scheme - NEST, discretionary company bonus scheme paid at the end of the year (after a full year) based on company performance, 20 days plus BH (pro rata) and Christmas shutdown.
Pension Administrator - Tonbridge; About the Client
As an independent business with no chargeable hours targets, my client allows their employees the time to deliver their best work and excel.
Well established celebrating their 20th anniversary with events across their five offices, they are currently experiencing strong growth, having increased revenue by 20% last year, and now employ around 450 people in the UK.
Benefits: Gym membership (Edenbridge), Company pension scheme - NEST, discretionary company bonus scheme paid at the end of the year (after a full year) based on company performance, 20 days plus BH (pro rata) and Christmas shutdown.
Culture: Modern, open plan, professional and friendly office