Financial Management Assistant

3 weeks ago


Kent, United Kingdom Ellis James Partners Full time

Join Our Team as a Financial Services Administrator

We are excited to present an opportunity for a dedicated Financial Services Administrator looking to advance towards a career as a Trainee Paraplanner or Financial Adviser.

In this role, you will:

  • Provide vital assistance to our Partners
  • Effectively manage client inquiries
  • Prepare compliant documentation and facilitate application processes

What We Offer:

  • Competitive salary range of £24,000 - £26,000 plus annual performance-based bonuses
  • Opportunities for professional development
  • A dynamic and enjoyable team environment

What We Are Looking For:

  • Prior experience in financial services is preferred
  • Excellent communication and organizational abilities
  • A friendly demeanor with the capacity to multitask

If you are enthusiastic about enhancing your career in financial services, we encourage you to consider this opportunity.



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