Quantum Wealth Planning is an independent financial planning firm based in Royal Tunbridge Wells. We pride ourselves on delivering high-quality financial advice and outstanding client service, building long-term relationships with individuals and families to help them achieve their financial goals.
As our business continues to grow, we're looking for a Financial Planning Administrator to join our friendly and supportive team.
Whether you already have experience within financial services or are looking to begin a long-term career in the profession, we'll provide the training and support to help you succeed.
The role
This is a varied position where you'll play an important role in supporting our advisers and ensuring our clients receive an exceptional level of service.
Your responsibilities will include:
- Preparing client documentation and application forms
- Processing new business and servicing existing clients
- Liaising with pension providers, investment companies and insurers
- Maintaining accurate client records
- Preparing paperwork for client meetings
- Managing client correspondence by telephone and email
- Supporting advisers with day-to-day administration
- General office administration
As your knowledge and confidence develop, you'll become involved in more technical aspects of financial planning and have the opportunity to progress within the business.
About you
We're looking for someone who:
- Has excellent attention to detail
- Is organised and able to manage their workload effectively
- Has strong written and verbal communication skills
- Is professional, reliable and enjoys working as part of a small team
- Has good IT skills, including Microsoft Office
- Is eager to learn and build a long-term career
Previous experience within financial planning is welcomed but is not essential. We're looking for the right person with the right attitude.
Training & Career Development
We are committed to investing in our people and supporting long-term career development.
You'll receive:
- Fully funded professional qualifications
- Study materials provided
- Professional examination fees reimbursed on successful completion
- £250 bonus for every professional examination passed
- £2,000 salary increase after every two R0 examinations passed (maximum one salary increase in any 12-month period)
- Genuine opportunities to progress into paraplanning and financial advice
If you're looking for more than just an administration role and want to build a rewarding career within a growing independent financial planning firm, we'd love to hear from you.
Pay: £26,000.00-£32,000.00 per year
Benefits:
- Company events
- Company pension
- Financial planning services
Work Location: In person
