FINANCIAL ADMINISTRATOR – JUNIOR PARAPLANNER TRACK, Independent Financial Planning Firm | Near Maidstone, Kent

Location: Kent

Job Ref: JC

Salary: £30,000 (DOE)

Work From Home option: Yes

Salary: Up to £30,000 (DOE)

Job Type: Permanent, Full-time

Location: Near Maidstone, Kent (office-based)

ABOUT THE ROLE

We’re recruiting an experienced Financial Administrator to join a growing independent financial planning firm based in beautiful countryside near Maidstone. This is a genuine career opportunity with a clear pathway to becoming a Junior Paraplanner.

You’ll work across administration and paraplanning duties, supporting a small team of experienced advisers. The role offers dedicated mentorship, study support, and the chance to progress toward professional qualifications.

WHAT YOU’LL DO

• Client administration and case management
• Preparing financial planning documentation and suitability reports
• Supporting the adviser team with research and technical queries
• Database management and compliance administration
• Gradually taking on paraplanning projects under supervision
• Contributing to client meetings and planning sessions

ABOUT THE COMPANY

An independent financial planning firm with experienced advisers, and ambitious growth plans. They serve a diverse client base including high-net-worth individuals, business owners, trustees, and families.

WHO YOU ARE

• Financial Administrator (experience within financial wealth services)
• Attention to detail and accuracy – compliance matters
• Genuine interest in financial planning and client service
• Strong communication skills and collaborative approach
• Ambition to progress toward professional qualifications
• Ability to thrive in a small team environment

WHY JOIN THEM

• Beautiful, converted barn surrounded by countryside
• Dog-friendly office
• Clear progression pathway with dedicated mentorship
• Study support for professional qualifications
• 25 days holiday plus full Christmas shutdown
• Private medical insurance, pension, and life cover
• Strong team culture with regular social activities

HOW TO APPLY

Please send your CV to joc@fianancialdivisions.co.uk