Financial Administrator | Adviser Support | Tunbridge
Job in
Wells, Somerset County, BA5, England, UK
Listed on 2026-09-10
Listing for:
Financial Divisions
Full Time
position Listed on 2026-09-10
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Finance Assistant, Banking & Finance
Job Description & How to Apply Below
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. Financial Services Recruitment Tunbridge Wells Financial Administrator Career Growth Wealth Management
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