Of financial planning & analysis Work, Jobs in Ashford (with Salaries)

Technical Financial Administrator
Asset Wealth Advisory —Ashford
- £27,000 - £32,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Flexitime
Quick apply
9d
Technical Financial Administrator
ASSET WEALTH ADVISORY LIMITED —Ashford
- £27,000 - £32,000 a year
- Part-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Free parking
- Sick pay
Quick apply
11d
Head of Financial Planning & Analysis
Saga —Folkestone
- £90,000 - £110,000 a year
- Microsoft Excel
- Leadership
- Employee discount
Quick apply
3d
Financial Investigator
HM Revenue and Customs —Dover
- £37,682 - £40,705 a year
- Part-time
- Hybrid work
- English
- Presentation skills
- Communication skills
- Work from home
7d
Management Accountant
Superior Healthcare —Whitstable
- £50,000 a year
- Full-time
- Microsoft Excel
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Financial Controller
Icomera AB —Chatham
- Full-time
- Hybrid work
- ERP systems
- Data analysis skills
- Microsoft Office
- Annual leave
- Employee assistance programme
9h
FP&A Analyst
Watchfinder —West Malling
- Full-time
- Microsoft Excel
- Oracle
- Bachelor's degree
21h
Senior Operations FP&A Analyst
Watchfinder —West Malling
- Full-time
- Microsoft Excel
- Accounting
- Employee discount
21h
Head of Finance
KIMS Hospital —Maidstone
- Full-time
- Microsoft Excel
- Microsoft Office
- IT
Finance Officer
Sustainable Garden Solutions —Cuxton
- £35,000 - £38,000 a year
- Part-time
- Hybrid work
- QuickBooks
- In-person
- AI
- Free parking
- Work from home
Quick apply
1d
Paraplanner
RGH‑Global Limited —Ashford
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
11d
Head of Finance
Lawfront —Maidstone
- Full-time
- Analysis skills
- Communication skills
13d
Global Events Manager (FTC - Maternity Cover)
The Recruitment Events Co. —Canterbury
- Full-time
- Hybrid work
- Microsoft Office
- Project management
- Travel
Quick apply
Cost Controller
South East Water —Snodland
- £42,000 - £49,200 a year
- Full-time
- Construction experience
- Annual leave
Head of Finance
Peel Ports —Sheerness
- Business development
- Leadership
- Communication skills
- Employee assistance programme
Supply Chain Coordinator
zendbox —Paddock Wood
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
Jo Malone London, Boutique Manager 37.5hrs, 5 days, Fenwick Canterbury
Estee Lauder —Canterbury
- Full-time
- Microsoft Excel
- Sales
- Customer service
IT Project Solutions Manager
ABACUS —Sittingbourne
- Full-time
- Sales
- Data analysis skills
- Microsoft Office
- Annual leave
- Employee discount
Quick apply
3d
Divisional Vice President Business Manager
AMETEK, Inc. —Langley
- AI
7d
Tool Maintenance and Development Technician
Marshall-Tufflex Ltd. —St Leonards-on-Sea
- Up to £43,700 a year
- Full-time
- AutoCAD
- Maintenance
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
9d

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Technical Financial Administrator

Asset Wealth Advisory
Ashford

Quick apply

Job details

Part-time
£27,000 - £32,000 a year
9 days ago

Benefits

Free parking
Financial planning services
Free flu jabs
Flexitime
Company pension
Company events
Transport links
On-site parking

Qualifications

Microsoft Word
Financial planning
Report writing
Microsoft Excel
Microsoft Outlook
Microsoft Office
Administrative experience
Analysis skills
Organisational skills
Financial services
Communication skills

Full job description

Company Description

Asset Wealth Advisory provides tailored financial advice to individuals and businesses, specialising in retirement planning, inheritance tax strategies, and protection planning. We work closely with clients to deliver transparent, ethical, and personalised solutions that support long-term financial security.

We are seeking a highly organised and detail-oriented Technical Financial Administrator to join our professional growing team. This role involves managing financial data, preparing reports, and supporting financial planning activities. The ideal candidate will possess strong analysis skills, excellent communication abilities, and proficiency in Microsoft Office applications. The position offers an opportunity to contribute to the financial health of our organisation while developing your expertise within the financial services sector.

This is an Office - Based role located in Ashford in Kent, Candidates must be able to commute to the office or be willing to relocate. Flexible working arrangements may be considered following successful completion of the probation period.

Duties

Booking and coordinating client review meetings
Prepare client documentation before, during and after review meetings
Produce Pre-Review and Post-Review Meeting Reports, ensuring accurate data input and readiness for wealth planner review.
Preparing, submitting and actively following up Letters Of Authority (LOA's) with providers.
Contacting ceding providers to obtain up-to-date valuations, transfer values and scheme information in preparation for advice.
Assist in financial planning processes by gathering relevant data and providing insightful analysis.
Completing and recording all action points arising from meetings in accordance with internal processes and regulatory policy.
Maintain organised records of financial transactions, invoices, and other relevant documentation.
Prepare and analyse financial reports using Microsoft Excel and Word, ensuring accuracy and clarity.
Support the finance team with report writing and data analysis to inform decision-making.
Utilise organisational skills to manage multiple tasks efficiently, including scheduling meetings and preparing agendas.
Communicate effectively with internal teams and external clients to facilitate smooth financial operations.
Use Microsoft Outlook for correspondence, scheduling appointments, and managing deadlines.
Provide excellent customer service by addressing queries related to financial matters promptly and professionally.

Requirements

Proven administrative experience, preferably within a financial services environment.
Strong organisational skills with the ability to prioritise tasks effectively.
Proficiency in Microsoft Office Suite, particularly Microsoft Word, Excel, and Outlook.
Experience in back-office CRM like XPlan and/or Quilter systems, Dynamic Planner.
Excellent report writing and analysis skills with attention to detail.
Good communication skills, both written and verbal, for liaising with colleagues and clients.
Knowledge of financial planning principles and procedures is desirable but not essential.
Ability to manage time efficiently in a fast-paced environment.
This role offers an engaging environment for those eager to develop their career within finance while applying their organisational talents and analytical capabilities in a supportive setting.

New Client Onboarding

Ensuring new client documentation is complete, accurate and compliant. Conducting data verification and cleansing of client information.
Supporting the Wealth Planner in preparing documentation and reports required for client meetings.
Coordinating and scheduling new client meetings.

Behaviours and Values – Asset Wealth Advisory

· Attention to Detail and Personal Ownership – Order, accuracy and accountability in all work.

· Professionalism and Integrity – Acting with trust, transparency and always putting clients first.

· Proactivity and Initiative – Taking ownership of tasks and contributing to the firm’s growth.

· Empathy and Communication – Respectful, clear and professional engagement with others.

· Teamwork and Resilience – Commitment to collaboration, learning and continuous development.

How to apply
Please send your CV to [email protected]

Job Type: Part-time

Pay: £27,000.00-£32,000.00 per year

Benefits:

Company events
Company pension
Financial planning services
Flexitime
Free flu jabs
Free parking
On-site parking
Transport links

Experience:

Financial services: 2 years (preferred)

Work Location: In person

Quick apply

Refine Your Search

of financial planning & analysis jobs in ashford

Technical Financial Administrator

Technical Financial Administrator

Head of Financial Planning & Analysis

Financial Investigator

Management Accountant

Financial Controller

FP&A Analyst

Senior Operations FP&A Analyst

Head of Finance

Finance Officer

Paraplanner

Head of Finance

Global Events Manager (FTC - Maternity Cover)

Cost Controller

Head of Finance

Supply Chain Coordinator

Jo Malone London, Boutique Manager 37.5hrs, 5 days, Fenwick Canterbury

IT Project Solutions Manager

Divisional Vice President Business Manager

Tool Maintenance and Development Technician

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