Skip to main content
Post your CV and find your next job on Indeed!

Financial Adviser jobs in Battle

Sort by: -
    • Work closely with advisers and internal teams to ensure the smooth delivery of client services.
    • As a Client Administrator, you will act as a key point of…
  • View similar jobs with this employer
    • Experience within a financial advice or wealth management environment.
    • Providing technical research and support to advisers and senior management.
    • View all RGH‑Global Limited jobs - Battle jobs
    • Salary Search: Paraplanner salaries in Battle
    • GBS UK is a leading provider in the pensions consultancy market, offering a full end-to-end retirement proposition, including actuarial and investment…
    • Maintaining client files, checking information and inputting client financial data onto the system.
    • Burfields House Wealth Management is looking for a proactive…
    • Providing ad hoc support to the adviser, anticipating needs, and proactively helping where necessary.
    • Providing general support to the adviser, including…
    • You will be responsible to covert PPC leads into sales, providing expert and compliant advice to these clients.
    • Competitive basic salary of £25,480 per annum.
    • Assessing client’s financial circumstances, understanding their needs and developing a comprehensive financial plan.
    • Flexible/adaptable to cope with change.
    • Studying towards, or keen to pursue, further professional financial planning qualifications.
    • You will be actively involved in all aspects of the financial…
    • A solid understanding of financial planning products and processes.
    • Confident in managing relationships with advisers and team members.
    • Has knowledge of welfare benefits, debt and financial inclusion.
    • Supporting clients to maximise income through benefits, grants and other financial assistance.
    • Delivering financial capability advice and support.
    • Promoting financial resilience and wellbeing across local communities.

People also searched:

financial advisor
paraplanner
ifa
financial planner
part time
finance
mortgage advisor
wealth management
financial
trainee financial advisor

Job Post Details

Client Administrator - job post

Recruit UK
5.0 out of 5 stars
Kent•Hybrid work
£30,000 - £33,000 a year - Full-time

Job details

Pay

  • £30,000 - £33,000 a year

Job type

  • Full-time

Location

Kent•Hybrid work

Benefits

Pulled from the full job description

  • Annual leave
  • Life insurance
  • Company pension
  • Work from home

Full job description

Job Title: Client Administrator

Industry: Financial Services

Location: East Malling, Kent

Salary: £30,000 - £33,000

Job Description: Client Administrator

Recruit UK is working on an exciting opportunity for an experienced Client Administrator to join a well-respected Wealth Management firm with offices in East Malling.

As a Client Administrator, you will act as a key point of contact for clients and support advisers in managing client administration. You will play an important role in ensuring client needs are met efficiently and in line with regulatory and internal requirements.

Responsibilities: Client Administrator

Work closely with advisers and internal teams to ensure the smooth delivery of client services.

Ensure all client activity is completed accurately and in line with relevant regulatory requirements and internal procedures.

What’s in it for you: Client Administrator

· Competitive salary up to £33,000 depending on experience

· Hybrid working

· 25 days of annual leave + Bank Holidays

· Pension contribution

· Strong benefit package

· Fantastic workplace culture

Skills and experience required: Client Administrator

· Experience working as an administrator dealing with Clients within Financial Services

· Ideally, experience supporting Financial Advisers in a regulated environment

· An understanding of SIPP and SASS pension schemes.

· Excellent communication skills, with the ability to communicate clearly and effectively at all levels.

· Desirable: Experience using XPLAN

Get in touch or apply online to find out more about this opportunity!

Pay: £30,000.00-£33,000.00 per year

Benefits:

  • Company pension
  • Life insurance
  • Work from home

Work Location: Hybrid remote in Kent

Let Employers Find YouUpload Your Resume