Financial Services Senior Administrator

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–5pm
Location: 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!  




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