Data 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
20h
Administrator & Receptionist (Care Navigator)
Oaklands Health Centre, Hythe, Kent —Hythe
- From £12.71 an hour
- Temporary
- Microsoft Office
- Administrative experience
- Organisational skills
Quick apply
9d
Office Administrator
Burden Bros Construction Ltd —Bredgar
- £13.50 - £15.00 an hour
- Part-time
- Microsoft Office
- Administrative experience
- Accounting
- Employee discount
Quick apply
1d
Legal Receptionist and Administrator
Boys & Maughan Solicitors —Canterbury
- Call to connect
- Customer service
- Administrative experience
- Data entry
Office Administrator
City Contractors Ltd —Strood South
- From £28,000 a year
- Full-time
- Computer literacy
- Microsoft Office
- Accounting
Quick apply
12d
Client Care Administrator, Financial Services
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Commercial Administrator
Jones Bros Civil Engineering —Minster
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Quick apply
9d
Admin Assistant
GF HR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Administrator, Financial Services
GFHR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Occasional Worker: Administrator - Prison Education - HMP Standford Hill
Milton Keynes College —Isle of Sheppey
- £14.30 an hour
- Administrative experience
- Data entry
- Communication skills
- Employee assistance programme
- Employee discount
8d

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Customer Service Administrator / Internal Sales
Specialist Blinds —Ashford
The role is primarily that of ensuring that all our customers’ orders go to schedule and are completed accurately, on-time and to budget.
Up to £25,000 a year
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Senior Administrative Officer, Electronic Monitoring – Kent, Surrey & Sussex
HM Prison & Probation Service —Ashford
Access to flexible benefits such as voluntary benefits, retail vouchers and discounts on a range of goods and services. Working for the Civil Service.
£20,001 - £40,000 a year
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data administrator jobs near ashford, ken

Technical Financial Administrator

Asset Wealth Advisory
Ashford

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Job details

Part-time
£27,000 - £32,000 a year
20 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

data administrator jobs in ashford, ken

Technical Financial Administrator

Administrator & Receptionist (Care Navigator)

Office Administrator

Legal Receptionist and Administrator

Office Administrator

Client Care Administrator, Financial Services

Commercial Administrator

Admin Assistant

Administrator, Financial Services

Occasional Worker: Administrator - Prison Education - HMP Standford Hill

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