Financial Planning Administrator

7 days ago


Rochester, Medway, United Kingdom Financial Divisions Full time

Financial Planning Administrator - £25k - Near Rochester (Kent) + Bonus + Full Study Support Package
My client is a wealth planning practice based outside Rochester (Kent) who have been operating for 20+ years.

They have an excellent reputation providing very solid financial advice to private clients who are City professionals, families, business owners retireesand accumulators.

Many of their clients fall into the HNW category with multiple millions of assets to invest.

This business has a team of 2 Advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients.

Due to an increase in incoming business and their current clients requiring more regular reviews,a vacancy has come available for a brand-new Junior Financial Administrator.

The role will be office based but with some WFH allowed after probation.

If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies.

My client places a lot of emphasis on staff wellbeing and team rapport andregularly enjoy company socials and trips away as well as supporting.

Cultural fit will be very important to my client.
My client are looking to offer £25k basic salary plus a comprehensive study support package and bonus.

If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also havingsome fun along the way then this role will be perfect for you.

If this role sounds of interest or any other roles I am working on please get in touch. Contact Peter Fozard at Financial Divisions.

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