Recruiting now
| Posted: | 18/07/26 | |
| Recruiter: | Financial Divisions | |
| Reference: | 3140783671 | |
| Type: | Permanent | |
| Salary: | £35,000 - £40,000 Annual | |
| Location: | Maidstone, Kent | |
| Description: | NEW VACANCY - Client Relationship Administrator - Maidstone, Kent - £40K We're working with a growing Financial Planning Practice in Maidstone who are looking for an experienced Client Relationship Administrator to join their team on a permanent basis. This is a busy, varied administrative role supporting advisors and paraplanners - perfect for someone with a financial services background who knows their way around financial admin. Key Responsibilities: • Processing and submitting new business applications end-to-end • Preparing and submitting Letters of Authority (LOA) and chasing providers • Obtaining valuations, policy information and client data from third parties • Preparing templated suitability reports under advisor and paraplanner direction. • Maintaining accurate client records on CRM systems • Managing advisor diaries and preparing documentation for client reviews • Processing servicing requests - fund switches, withdrawals, amendments • Liaising with head office and third-party providers to resolve queries • Supporting paraplanners with data gathering and file preparation The Package: • Salary: £40,000 • Annual Leave: 28 days • Working Pattern: Monday-Thursday in the office, Friday working from home Interested? Send your CV to Jo at Financial Divisions LLP. All applications are treated in the strictest confidence. | |