Financial Administrator | Adviser Support | Tunbridge Wells | Up to £40.000

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, ...