Financial Services Administrator

4 hours ago


Tunbridge Wells, Kent, United Kingdom Robinson Financial Careers Full time
Job Title: Administrator - Wealth Management Firm

A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Tunbridge Wells.

The Role

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, learning all aspects of the business, and becoming a valued member of the team. You will also be responsible for keeping up to date with legislative and industry changes that affect the business and its clients.

As a key member of the team, you will provide support to one or more financial advisers on a range of different client cases, including administrative duties, client service, and technical support to assist the financial adviser in their duties.

Key Responsibilities
  • Research a broad range of financial products across all financial sectors
  • Maintain regular contact with clients and provide excellent customer service
  • Assist the financial adviser in preparing recommendations and maintaining client records
  • Keep up to date with legislative and industry changes that affect the business and its clients
  • Support the financial adviser in their duties, including administrative tasks and client service

This is an exciting opportunity for a responsible, self-motivated, and well-organized candidate with good IT skills to develop their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role to Diploma level.



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