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Financial Administrator Adviser Support Tunbridge Wells Up to &;40.000

More Kent jobs
Recruiter
Financial Divisions
Location
Kent
Contract
Permanent
Work pattern
Not Specified
First listed by Ontap
21 September 2026
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Job description

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.

Apply Now