Financial Administrator | Adviser Support Office-Based

Position: FINANCIAL ADMINISTRATOR | ADVISER SUPPORT | Up to £40,000 | Fully Office-Based
FINANCIAL ADMINISTRATOR | ADVISER SUPPORT | CRANBROOK Up to £40,000 | Fully Office-Based Are you an experienced Financial Administrator looking for a role where you can develop your career within financial planning and wealth management? My client is looking for an organised, proactive Financial Administrator to join their close-knit team in Cranbrook . You’ll work closely with one of the Directors, providing high-level adviser support and helping to keep the day-to-day client and business activity running smoothly.

The Role You’ll be responsible for:
• Supporting a Director with day-to-day workload management, including emails, client queries, deadlines and follow-ups
• Maintaining accurate client records and inputting financial information onto internal systems
• Preparing client information and ensuring everything is ready for meetings
• Managing and chasing pipeline business through to completion
• Liaising with Paraplanners, colleagues, providers and clients to keep cases progressing
• Ensuring work is completed accurately, efficiently and in line with compliance requirements
• Producing reports and assisting with ad hoc requirements across the business What We're Looking For You’ll ideally have 3 years’ experience within Financial Services and be someone who enjoys taking ownership and getting things done. We’re looking for someone who is:
• Highly organised, proactive and detail-focused
• A confident communicator who builds strong relationships
• IT confident, numerate and comfortable working with financial information
• Able to manage multiple priorities and deadlines
• Professional and discreet when handling confidential information
• Positive, reliable and willing to get involved across the wider team Why Join? This is much more than an administration role . It offers genuine long-term career development within a successful wealth management business. Previous individuals in similar positions have progressed into Financial Adviser roles , making this an excellent opportunity for someone with ambition to develop their career. What's on Offer?

Up to £40,000 Monday–Friday, 9am–5pm 25 days' holiday  bank holidays, increasing with service Office closure between Christmas and New Year Competitive bonus scheme 4% pension contribution Private medical insurance after 1 year Cycle-to-work scheme Paid volunteering day Birthday day off EV scheme eligibility after 1 year Interested? Get in touch for a confidential conversation with Jo at Financial Divisions. Financial Services Financial Administrator Wealth Management Financial Planning Cranbrook Recruitment Adviser Support Career Development