Financial administrator Work, Jobs in Thanet District, 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
11d
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
10d
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
8d
Home Administrator
Crystal Care Collection —Broadstairs
- £29,000 - £31,000 a year
- Full-time
- Hospitality
- Customer service
- IT
- Referral programme
13h
Finance Administrator - FSS
University of Kent —Canterbury
- £24,685 - £26,093 a year
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- University
9d
Secretary/Administrator
Stilwell & Singleton Solicitors —Dover
- From £24,500 a year
- Full-time
- Microsoft Office
- Administrative experience
- Organisational skills
- Free parking
Quick apply
Administrative Assistant
2gether support solutions —Canterbury
- £26,300 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee discount
14h
Senior Finance Administrator (Part-Time)
Flexible Lab Solutions —Sittingbourne
- £16 - £18 an hour
- Part-time
- Microsoft Excel
- English
- Microsoft Office
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
3d
Church Administrator
Covenant Love People —Sittingbourne
- £24,785 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Serving
Quick apply
2d
Supervisor Generalist Swaleside
Gov Facilities Services —Sheerness
- £43,177.30 a year
- Full-time
- Project management
- Time management
- Employee assistance programme
7d
Supervisor Mechanical Level 3 Swaleside
Gov Facilities Services —Sheerness
- £46,775.42 a year
- Full-time
- Military
- Project management
- Plumbing
- Employee assistance programme
Senior Quantity Surveyor
Jones Bros Civil Engineering —Minster
- Full-time
- Civil engineering
- Mentoring
- Contracts
- Annual leave
Quick apply
Electrician (Level 2) Swaleside
Gov Facilities Services —Sheerness
- £34,931.68 a year
- Full-time
- Time management
- Employee assistance programme
Grounds Operative Standford Hill
Gov Facilities Services —Sheerness
- £26,575.65 a year
- Full-time
- Maintenance
- Supervising experience
- Time management
- Employee assistance programme
1d
Engineer Mechanical (Level 3) Swaleside
Gov Facilities Services —Sheerness
- £43,177.30 a year
- Full-time
- Maintenance
- Plumbing
- Employee assistance programme
Plumber / Mechanical Engineer (Level 2) Swaleside
Gov Facilities Services —Sheerness
- £36,066.96 a year
- Full-time
- Time management
- Employee assistance programme

More jobs to discover

Find similar jobs that you might be interested in.

Technical Financial Administrator
Asset Wealth Advisory —Ashford
Financial services: 2 years (preferred). 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
10d
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
11d

I want to receive the latest job alerts for financial administrator in thanet district, ken

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial administrator jobs near thanet district, ken

Technical Financial Administrator

ASSET WEALTH ADVISORY LIMITED
Ashford

Quick apply

Job details

Part-time | Full-time
£27,000 - £32,000 a year
11 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

Refine Your Search

financial administrator jobs in thanet district, ken

Technical Financial Administrator

Technical Financial Administrator

Nursery Funding & Finance Administrator

Home Administrator

Finance Administrator - FSS

Secretary/Administrator

Administrative Assistant

Senior Finance Administrator (Part-Time)

Finance Administrator

Church Administrator

Supervisor Generalist Swaleside

Supervisor Mechanical Level 3 Swaleside

Senior Quantity Surveyor

Electrician (Level 2) Swaleside

Grounds Operative Standford Hill

Engineer Mechanical (Level 3) Swaleside

Plumber / Mechanical Engineer (Level 2) Swaleside

More jobs to discover

I want to receive the latest job alerts for financial administrator in thanet district, ken

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected