Are you experienced in financial planning administration and looking for a new opportunity? Do you thrive in a supportive, client-focused environment?

Recruit UK is hiring for a Wealth team in Tunbridge Wells and seeking a Financial Planning Administrator to provide essential support to advisers and ensure a seamless experience for clients.

The Role

?? Process and manage client transactions and financial data

?? Ensure accurate record-keeping and compliance

?? Support client onboarding and ongoing service requests

?? Assist with meeting preparation and follow-ups

?? Communicate with clients and providers to keep everything running smoothly

What You’ll Need

? Experience in financial planning administration

? Strong attention to detail and organisational skills

? Excellent communication and relationship-building abilities

? Ability to prioritise and adapt in a fast-paced setting

? Studying towards a financial planning qualification (desirable but not required)

What’s on Offer

? Hybrid working and flexible hours

? Competitive salary and benefits

? Professional development opportunities

? Supportive team culture

If you're looking for a role where you can make an impact, apply today!