Technical financial administrator Work, Jobs in Biddenden, Ken (with Salaries)

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
8d
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
6d
Financial Planning Administrator
Quantum Wealth Planning Ltd —Royal Tunbridge Wells
- £26,000 - £32,000 a year
- Full-time
- Microsoft Office
- IT
- Financial services
Quick apply
1d
Commercial Researcher
Carbon3 —Mereworth
- Full-time
- CRM software
- Sales
- Microsoft Office
- Free parking
- Annual leave
Quick apply
7d
Senior Finance Administrator (Part-Time)
Flexible Lab Solutions —Sittingbourne
- £16 - £18 an hour
- Part-time
- Microsoft Excel
- English
- Microsoft Office
Quick apply
Project Administrator
McAllister —Battle
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
GE and SM Scheduler
UK Power Networks —Maidstone
- £34,726 a year
- Overtime
- Annual leave
- Employee assistance programme
6d

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Technical Financial Administrator
ASSET WEALTH ADVISORY LIMITED —Ashford
Financial services: 2 years (required). Ability to manage time efficiently in a fast-paced environment. This role involves managing financial data, preparing…
£27,000 - £32,000 a year
Quick apply
8d

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technical financial administrator jobs near biddenden, ken

Technical Financial Administrator

ASSET WEALTH ADVISORY LIMITED
Ashford

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Job details

Part-time | Full-time
£27,000 - £32,000 a year
8 days ago

Benefits

Free parking
Employee mentoring programme
Financial planning services
Free flu jabs
Company pension
Company events
Transport links
Sick pay
On-site parking

Qualifications

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

Full job description

Job Overview

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.

Benefits

Salary between £27k to £32k depending on experience
28 days holidays including bank holidays
Company Pension
Full Training and Support
Opportunity to progress into Paraplanning
Study support toward Financial Planning Qualifications
We support flexible working and hybrid arrangements

Pay: £27,000.00-£32,000.00 per year

Benefits:

Company events
Company pension
Employee mentoring programme
Financial planning services
Free flu jabs
Free parking
On-site parking
Sick pay
Transport links

Ability to commute/relocate:

Ashford TN24 8DH: reliably commute or plan to relocate before starting work (preferred)

Experience:

Financial services: 2 years (required)

Language:

English (required)

Work authorisation:

United Kingdom (required)

Willingness to travel:

100% (preferred)

Work Location: In person

Quick apply

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technical financial administrator jobs in biddenden, ken

Technical Financial Administrator

Technical Financial Administrator

Financial Planning Administrator

Commercial Researcher

Senior Finance Administrator (Part-Time)

Project Administrator

GE and SM Scheduler

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