Financial Administrator | Adviser Support | Tunbridge Wells | Up to £40k

Location: Kent

Job Ref: JC

Salary: Up to £40,000

Work From Home option: Yes

Are you organised, proactive, and ready to take your financial services career to the next level?

My client is seeking an experienced Financial Administrator to join their close-knit team near Tunbridge Wells. This is a fully office-based role working directly with one of their directors—the perfect opportunity to build a lasting career in wealth management.

What You’ll Be Doing

• Supporting a director with day-to-day workload management, including emails, client queries, deadlines and follow-ups
• Maintaining accurate client files and inputting financial data onto systems
• Collating client information and ensuring seamless preparation for meetings
• Chasing pipeline business from start to finish and managing timelines
• Working compliantly and efficiently to deliver excellent client outcomes
• Liaising with paraplanners, colleagues and clients to keep everything moving smoothly
• Producing reports and handling ad hoc requests to keep the team running smoothly

What They’re Looking For

You’re confident, highly organised and thrive in a busy, fast-paced environment. With 3+ years’ experience in Financial Services, you understand the industry and are genuinely interested in developing your knowledge further.

You’re:

• A strong communicator who builds excellent relationships
• Proactive, detail-focused and comfortable juggling multiple priorities
• IT confident, numerate and a problem-solver
• Discreet and professional when handling confidential information
• Someone who takes ownership and is willing to get involved wherever needed

Why Join Them

This isn’t just a support role—it’s a genuine career opportunity. People in similar positions have progressed into adviser roles, so this could be your stepping stone to something bigger.

What They Offer

• Monday-Friday, 9am-5pm
• 25 days’ annual holiday plus bank holidays (additional day per year after 3 years service)
• Office closure Christmas-New Year
• Competitive bonus scheme
• 4% pension contribution
• Private medical insurance (after 1 year)
• Cycle scheme, paid volunteering day and birthday off
• EV scheme eligibility (after 1 year)

Ready to support a thriving team and grow your career? Get in touch and I’ll tell you more joc@financialdivisions.co.uk

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