Posted by Robinson Financial Careers • £30K/yr to £45K/yr
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.
A new role has become available for an experienced Administration Manager to join a national, Chartered Wealth Management Firm at their offices in Tunbridge Wells.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Posted by Financial Divisions • £28K/yr to £32K/yr
Are you an adept 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.