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Tunbridge Wells
Public funding advisor
Financial Services Senior Administrator

Financial Services Senior Administrator

TN Recruits

Posted 12 hours ago, valid for 5 days

Tunbridge Wells, Kent TN2 5FD

Full Time

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Sonic Summary

An exceptional opportunity has arisen for a Senior Administrator with 2-5 years of experience in the financial services or wealth management sector to join a friendly financial planning firm in Tunbridge Wells.
The successful candidate will support financial advisers by managing client reviews, preparing meeting documentation, and ensuring smooth post-meeting processes.
The role offers a salary of up to £35,000, depending on experience, along with 25 days of holiday plus bank holidays and additional benefits.
Candidates should be proactive, organized, efficient, and possess excellent communication skills.
This position allows for career development in a supportive team environment, with hybrid working options available.

Do you have financial services / wealth management sector experience?An exceptional opportunity has arisen for an experienced Senior Administrator to join a growing and friendly financial planning firm based in Tunbridge Wells.The successful candidate will play a key part in supporting financial advisers, managing client reviews, preparing meeting documentation, and ensuring smooth post-meeting processes. It’s a varied and rewarding role, offering scope for progression and professional development.Key Responsibilities:

Organise and schedule client reviews
Prepare pre-meeting documents including portfolio valuations and compliance checks
Draft and produce client reports following meetings
Process fund switches and implement adviser recommendations
Deliver general administrative and client servicing support

What they are seeking:

2-5 years or more experience within the financial services or wealth management sector as a senior administrator
Proactive, organised and efficient
Excellent communicator

What’s on Offer:

Salary up to £35,000 (depending on experience)
25 days holiday + bank holidays, plus your birthday off
Auto-enrolment pension
Death in Service benefit
Support for industry-recognised qualifications
Cycle to work scheme
Opportunities for career development and progression
Friendly, sociable team environment
Hybrid working: Mainly office-based with the potential for 1 day a week from home

Hours: Monday–Friday, 9am–5pmLocation: Tunbridge Wells (occasional parking available nearby)This is a fantastic role for someone who enjoys working in a professional yet relaxed environment and is keen to grow within a supportive team.Contact Jo TODAY to find out more! In application for this role, you are consenting to TN Recruits Ltd retaining your details to secure you work. All information provided will be held securely for up to 3 years unless we are contacted and instructed otherwise.

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