Learning and development administrator Work, Jobs in Ashford, Ken (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
16h
Campus Administrator
OneSchool Global United Kingdom —Linton
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- Referral programme
Site Administrator - Hothfield
Active Care Group —Ashford
- £26,260.52 a year
- Weekend availability
- Front desk
- IT
- Communication skills
- Employee assistance programme
- Referral programme
Quick apply
13d
Compliance Coordinator & PA
KIMS Hospital —Maidstone
- Call to connect
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Annual leave
7d
Quality and Governance Administrator
Time 4 U Group —Chatham
- £26,800 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Administrative experience
Quick apply
7d
Financial Administrator
Perspective Financial Group —Maidstone
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Administrator
HCRG Care Group —Sheerness
- £24,853 a year
- Monday to Friday
- Microsoft Word
- Microsoft Outlook
- Hospital
Quick apply
7d
Sales Support Administrator
Pineapple Contracts —Aylesford
- Full-time
- CRM software
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Work from home
Quick apply
Biomed Online Administrator
University of Greenwich —Medway
- £28,031 - £31,236 a year
- Call to connect
- Administrative experience
- University
- IT
18h
Financial Adviser (Maidstone)
Perspective Financial Group —Maidstone
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Payroll Compliance Officer
Commercial Services Group —West Malling
- £25,948 - £29,500 a year
- Full-time
- Hybrid work
- Oracle
- Human resources
- Organisational skills
- Annual leave
Quick apply
Housing Strategy and Customer Relations Apprentice
Medway Council —Gillingham
- £296 a week
- Call to connect
- Data entry
- Organisational skills
- IT
- Annual leave
- Employee discount
6d
HR Admin Assistant
AMAT —Chatham
- £13.45 an hour
- Full-time
- Microsoft Word
- Human resources
- IT
- Annual leave
- Employee assistance programme
Quick apply
18h
Data Platform Engineer
Verifone —Ashford
- Remote
- DevOps
- AWS
- Machine learning
Quick apply
Occasional Worker: Support - Prison Education - HMP Elmley
Milton Keynes College —Isle of Sheppey
- Up to £16.12 an hour
- English
- IT
- Communication skills
- Employee assistance programme
- Employee discount
Fire & Security Installation Technician
Fuzion 4 Limited —St Leonards-on-Sea
- £38,000 - £42,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Customer service
- Annual leave
Quick apply
6d
Senior Quantity Surveyor
Fulkers Bailey Russell —West Malling
- Full-time
- Hybrid work
- Employee assistance programme
Quick apply
15h

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Technical Financial Administrator

Asset Wealth Advisory
Ashford

Quick apply

Job details

Part-time
£27,000 - £32,000 a year
16 hours 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

learning and development administrator jobs in ashford, ken

Technical Financial Administrator

Campus Administrator

Site Administrator - Hothfield

Compliance Coordinator & PA

Quality and Governance Administrator

Financial Administrator

Administrator

Sales Support Administrator

Biomed Online Administrator

Financial Adviser (Maidstone)

Payroll Compliance Officer

Housing Strategy and Customer Relations Apprentice

HR Admin Assistant

Data Platform Engineer

Occasional Worker: Support - Prison Education - HMP Elmley

Fire & Security Installation Technician

Senior Quantity Surveyor

Other jobs to consider

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