Financial Advice Administrator

2 weeks ago


Tunbridge Wells, United Kingdom Recruitment Solutions Full time

Financial Advice Administrator/Trainee - Hybrid

**Fantastic New Career Opportunity**

Suits someone with any financial services, insurance or other related experience

This is an incredibly rare opportunity, for someone to join an industry-leading Advisory Practice, with an outstanding reputation - who are willing to recruit someone and support their progression including completing Financial Planning qualifications, alternativelyyou might prefer to develop into a more administrative management capacity

Super team with exciting future plans

Great, modern working environment

In the role, you will work as part of a small and growing team, taking on a varied responsibility set to support the advising process from start to finish, ranging from:

- client servicing - arranging onboarding and service reviews, resolving queries and providing insights;
- operational support - processing technical documents such as market reviews, annual service reviews, product packs and other reports;
- risk and compliance - fulfilling regulatory requirements to high standard of accuracy;
- and other key projects.
Direct experience is not essential - other relevant experience might include any area of financial service/insurance/similar

Salary £25-30,000 + super benefits

Hybrid working option - or, if you prefer, full time office based in Tunbridge Wells
Free parking
Full training provided
Ongoing career progression opportunity

This is an opportunity not to be missed if you want to build your career within financial services

Could suit someone working in London and preferring to work locally, or someone hoping to make the jump into the world of financial advisory

For success in the role, you must have excellent written and verbal English in order to communicate with clients and providers alike, high accuracy and attention in order to process documentation and compliance frameworks; and some evidencable interest ina career in the sector



  • Royal Tunbridge Wells, United Kingdom Recruitment Solutions Full time

    Client Services Administrator/Manager - Financial Planning *Hot New Career role for someone with Industry Experience * Superb company - established >30 years, growing practice with several industry awards! Reputable employer - work-life balance, modern working environment, hybrid working policy, + employee benefits! Busy and varied role - client...


  • Royal Tunbridge Wells, United Kingdom Hitchell Financial Planning Full time

    **About us** We are a well established medium size family run Financial Services Practice. We have offered a friendly professional advisory service to clients since 1978. Our team currently comprises; two wealth advisers, one mortgage & protection adviser, a Practice Manager and 4 experiened administrators. Based in Lonsdale Gardens in Tunbridge Wells,...


  • Royal Tunbridge Wells, United Kingdom Hitchell Financial Planning Full time

    **About us** We are a well established medium size family run Financial Services Practice. We have offered a friendly professional advisory service to clients since 1978. Our team currently comprises; two wealth advisers, one mortgage & protection adviser, a Practice Manager and 4 experienced administrators. Based in Lonsdale Gardens in Tunbridge Wells,...


  • Tunbridge Wells, United Kingdom Recruitment Solutions Full time

    ATTENTION - Super new opportunity just - AMAZING Salary + Progression! PERFECT 1st/2nd office job! Exciting new role just in with a market-leading company who can offer an excellent salary and genuinely care about your career progression and personal growth! Based in the heart of Tunbridge Wells, this company operate within the financial sector and have...

  • Administrator

    1 week ago


    Royal Tunbridge Wells, United Kingdom Armstrong Wealth Full time

    Are you an experienced Financial Services Administrator with great attention to detail ? Are you an enthusiastic self starter - you could be the person we need. Armstrong Wealth is a successful Wealth Management business based in Tunbridge Wells. We are looking for an experienced individual to join our team providing administrative support to the...


  • Tunbridge Wells, United Kingdom Vision-FS Recruitment Full time

    **Financial Advisor | Independent Financial Advisor** **£90,000 - £100,000 | Un-Capped Earnings** **Clients + Leads Provided** **Kent| Surrounding Area’s** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering...


  • Royal Tunbridge Wells, United Kingdom mbf. Full time

    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.Currently, our client is in search of a Financial Planning Administrator to augment their team, providing essential support to Senior Financial...

  • Senior Administrator

    1 month ago


    Royal Tunbridge Wells, United Kingdom Armstrong Wealth Full time

    Armstrong Wealth is a successful Wealth Management business based in Tunbridge Wells. We are looking for an experienced individual to join our team in the new role of Senior Administrator. You must have at least three years recent experience as an administrator in an IFA business. You will need excellent attention to detail and the ability to work...

  • Finance Administrator

    4 weeks ago


    Tunbridge Wells, United Kingdom TN Recruits Full time

    Immediate start! CURRENTLY SEEKING AN ADMINISTRATION EXPERT! Someone who can effortlessly juggle a multitude of tasks ranging from finance administration, office manager functions and general day to day administration tasks - maintaining an air of calm in what can be a very busy office. Does this sound like you? If so, ME Recruits would like to meet with...

  • Administrator

    1 month ago


    Wells, United Kingdom Old Mill Full time

    We are looking for an experienced Administrator with excellent organisational skills to join our busy Financial Planning Team in either our Yeovil or Wells office as a Client Service Associate. Experience in the financial planning industry or the wider financial services industry is advantageous, if you have strong administration skills and you are looking...


  • Royal Tunbridge Wells, United Kingdom Insight Select Full time

    Payments Administrator / Up to £28,000 / Royal Tunbridge Wells / Permanent Overview:A Market Leader in Financial Services are currently seeking a Payments Administrator to join their team to work closely with the brokers to ensure that all payment requests are actioned promptly.This is an excellent opportunity to excel your Administration career working...


  • Tunbridge Wells, Kent, United Kingdom Insight Select Full time €28,000

    Payments Administrator / Up to £28,000 / Royal Tunbridge Wells / Permanent Overview: A Market Leader in Financial Services are currently seeking a Payments Administrator to join their team to work closely with the brokers to ensure that all payment requests are actioned promptly. This is an excellent opportunity to excel your Administration career...


  • Tunbridge Wells, Kent, United Kingdom Insight Select Full time €28,000

    Payments Administrator / Up to £28,000 / Royal Tunbridge Wells / Permanent A Market Leader in Financial Services are currently seeking a Payments Administrator to join their team to work closely with the brokers to ensure that all payment requests are actioned promptly. This is an excellent opportunity to excel your Administration career working within...


  • Tunbridge Wells, Kent, United Kingdom Insight Select Full time €28,000

    Payments Administrator / Up to £28,000 / Royal Tunbridge Wells / Permanent A Market Leader in Financial Services are currently seeking a Payments Administrator to join their team to work closely with the brokers to ensure that all payment requests are actioned promptly. This is an excellent opportunity to excel your Administration career working within...


  • Tunbridge Wells, Kent, United Kingdom Brook Street UK Full time

    Role: Finance Administrator Tunbridge Wells, Kent (office based) Hours: 8:30am - 5pm Monday to Friday Benefits: 22 days holiday + bank holidays, Pension scheme, Annual Bonus & lots of team socials. Are you experienced handling financial transactions? A well-established business within Financial Services are looking for a Operations Administrator to join...

  • Parish Administrator

    1 month ago


    Royal Tunbridge Wells, United Kingdom Saint Thomas's Church, Southborough Full time

    Job Overview: **PARISH ADMINISTRATOR **(Part-time) required to work in the Parish Office serving the Church of St Thomas, Southborough, Tunbridge Wells and based in the adjacent Church Hall. **9 hours per week, preferably 3hrs on 3 days SALARY £7,956 p.a. (£30,940 f.t.e)** The administrator is a key role which enables the smooth running of important...


  • Royal Tunbridge Wells, United Kingdom Saint Thomas's Church, Southborough Full time

    Job Overview: **PARISH ADMINISTRATOR **(Part-time) required to work in the Parish Office serving the Church of St Thomas, Southborough, Tunbridge Wells and based in the adjacent Church Hall. **9 hours per week, preferably 3hrs on 3 days SALARY £7,956 p.a. (£30,940 f.t.e)** The administrator is a key role which enables the smooth running of important...

  • Financial Adviser

    5 days ago


    Tunbridge Wells, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time €45,000 - €60,000

    , , Financial Adviser - Tunbridge Wells - Artemis Recruitment Consultants Financial Services Tunbridge Wells 06/11/2023 Type of Position: Financial Adviser - Tunbridge Wells Pay: £45k - £60k Financial Adviser - Tunbridge Wells Our client is looking to welcome a Financial Adviser into their team in Tunbridge Wells, to advise clients as...


  • Tunbridge Wells, Kent, United Kingdom Insight Select Full time €28,000

    Join to apply for the Payments Administrator role at Insight Select 1 day ago Be among the first 25 applicants Join to apply for the Payments Administrator role at Insight Select Save this job with your existing LinkedIn profile, or create a new one. Save this job with your existing LinkedIn profile, or create a new one. Your job seeking...


  • Wells, United Kingdom Horrington Primary School Full time

    **Horrington Primary School - Horrington, Wells, Somerset, BA5 3EB** **SCHOOL OFFICE ADMINISTRATOR** - **MONDAY - FRIDAY - TERM TIME ONLY + 5 Inset Days**: - **Grade 14 (£21,189 - £21,968 pro rata; £10.98 - £11.39 per hour)**: - **SALARY GRADE POINT DEPENENDENT ON EXPERIENCE**: - **PERMANENT CONTRACT**: - **START DATE: AS SOON AS POSSIBLE**: -...