Financial administrator Work, Jobs in Kennington, 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
13d
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
Finance Administrator
Holiday Inn Ashford Central —Ashford
- £12.21 an hour
- Part-time
- Hospitality
- Microsoft Office
- Hotel
- Free parking
- Employee discount
Quick apply
7d
Finance Administrator
M S Webb & Company Limited —Chatham
- £28,000 - £32,000 a year
- Full-time
- Administrative experience
- QuickBooks
- Organisational skills
- Health & wellbeing programme
Quick apply
3d
Financial Administrator
Perspective Financial Group —Maidstone
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Nursery Funding & Finance Administrator
Kingdom Preschool —Dover
- £26,500 - £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Preschool
- Free parking
- Health & wellbeing programme
Quick apply
12d
Group Risk / Health Insurance Administrator
Brown & Brown Europe —Maidstone
- Full-time
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Employee stock purchase plan
Quick apply
6d
Administrative Assistant
2gether support solutions —Canterbury
- £26,300 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee discount
4d
Secretary/Administrator
Stilwell & Singleton Solicitors —Dover
- From £24,500 a year
- Full-time
- Microsoft Office
- Administrative experience
- Organisational skills
- Free parking
Quick apply
Employee Benefits Administrator
Brown & Brown Europe —Aylesford
- Full-time
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Employee stock purchase plan
Quick apply
6d
Administrator, Financial Services
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Senior Finance Administrator (Part-Time)
Flexible Lab Solutions —Sittingbourne
- £16 - £18 an hour
- Part-time
- Microsoft Excel
- English
- Microsoft Office
Quick apply
Financial Adviser Administrator
Burfields House Wealth Management —Goudhurst
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Mortgage Administrator
Gordon Blair Financial Services —Hastings
- £25,000 a year
- Full-time
- Google Suite
- Microsoft Office
- Administrative experience
Quick apply
Trainee Insolvency Administrator
BTG Consulting PLC —Chatham
- £25,000 a year
- Full-time
- Customer service
- In-person
- Communication skills
- Employee discount
- Referral programme
Quick apply
17h
Domiciliary Care Coordinator/Administrator
Logic Care Solutions Ltd —Rainham
- £26,325 a year
- Full-time
- Care experience
- Organisational skills
- IT
- Free parking
- Health & wellbeing programme
Quick apply
8d
Financial Adviser (Maidstone)
Perspective Financial Group —Maidstone
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
GE and SM Scheduler
UK Power Networks —Maidstone
- £34,726 a year
- Overtime
- Annual leave
- Employee assistance programme
13d
Church Administrator
Covenant Love People —Sittingbourne
- £24,785 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Serving
Quick apply
5d
Financial Services Administrator
GFHR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply

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financial administrator jobs near kennington, ken

Technical Financial Administrator

Asset Wealth Advisory
Ashford

Quick apply

Job details

Part-time
£27,000 - £32,000 a year
13 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

financial administrator jobs in kennington, ken

Technical Financial Administrator

Technical Financial Administrator

Finance Administrator

Finance Administrator

Financial Administrator

Nursery Funding & Finance Administrator

Group Risk / Health Insurance Administrator

Administrative Assistant

Secretary/Administrator

Employee Benefits Administrator

Administrator, Financial Services

Senior Finance Administrator (Part-Time)

Financial Adviser Administrator

Mortgage Administrator

Trainee Insolvency Administrator

Domiciliary Care Coordinator/Administrator

Financial Adviser (Maidstone)

GE and SM Scheduler

Church Administrator

Financial Services Administrator

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