NEW VACANCY - Client Relationship Administrator - Medway, Kent - £40K

We're working with a growing Financial Planning Practice in Medway who are looking for an experienced Client Relationship Administrator to join their team on a permanent basis.

This is a busy, varied administrative role supporting advisors and paraplanners - perfect for someone with a financial services background who knows their way around financial admin.

Key Responsibilities:

• Processing and submitting new business applications end-to-end

• Preparing and submitting Letters of Authority (LOA) and chasing providers

• Obtaining valuations, policy information and client data from third parties

• Preparing templated suitability reports under advisor and paraplanner direction.

• Maintaining accurate client records on CRM systems

• Managing advisor diaries and preparing documentation for client reviews

• Processing servicing requests - fund switches, withdrawals, amendments

• Liaising with head office and third-party providers to resolve queries

• Supporting paraplanners with data gathering and file preparation

The Package:

• Salary: £40,000

• Annual Leave: 28 days

• Working Pattern: Monday-Thursday in the office, Friday working from home

Interested?

Send your CV to Jo at Financial Divisions.

All applications are treated in the strictest confidence.