Financial Planning Assistant
Maidstone, Kent | Hybrid Working
We are currently working with a well-established and highly respected wealth management firm in Maidstone, Kent, who are looking to recruit a Financial Planning Assistant to join their growing Financial Planning team.
This is an excellent opportunity to join a professional, forward-thinking organisation with a strong presence across the UK, providing advice to HNW and UHNW clients and known for its high standards of client service.
The role offers a hybrid working pattern, with three days per week office-based and two days working from home.
The Role
You will support Financial Planners with day-to-day administration and client servicing, playing a key role in delivering excellent outcomes for clients.
Key responsibilities include:
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Working closely with aligned Financial Planners to deliver high-quality client service
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Building and maintaining strong client relationships
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Maintaining back-office systems and accurate client records
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Requesting policy information from third-party providers
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Liaising with internal operational teams as required
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Preparing meeting packs and client valuations
The Person
This role would suit an experienced and professional Financial Planning Assistant or Administrator with a strong client-service mindset and a desire to develop within a high-quality advisory environment. Full support towards further professional qualifications is provided.
Package
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Salary up to £32,000
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Annual discretionary bonus
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Excellent benefits package
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Hybrid working (3 days office / 2 days home)
Sector:
- Financial Services
- Financial Planning
