Financial Administrator | Tonbridge, Kent | £35,000 - £38,000 | Permanent

Financial Administrator | Tonbridge, Kent | £35,000 – £38,000 | Permanent

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Are you an experienced Financial Administrator who thrives in a small IFA environment? Do you take pride in your work, communicate proactively and naturally support the people around you? If so, we want to hear from you.

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Financial Divisions is recruiting on behalf of a well-established, family-run independent financial planning practice in Tonbridge. This is a permanent role offering a varied and fulfilling workload within a close-knit, supportive team.

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The Role

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As Financial Administrator, you will be the backbone of the practice — keeping everything running smoothly and ensuring clients and advisers are well supported at every stage. This is a hands-on, autonomous role for someone who takes ownership and gets things done without needing to be chased.

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Key responsibilities include:

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• Drafting Letters of Authority and valuation requests

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• Creating meeting packs on behalf of the Financial Adviser

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• Handling all client and provider queries via phone and email

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• Basic suitability reports and ISA top-ups

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• General financial administration and workflow management

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About You

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The practice is looking for someone who genuinely cares about client outcomes and delivering a great client experience — this is the most important quality they are looking for.

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Beyond that, the right person will:

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• Take ownership of their work and follow things through without being chased

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• Be adaptable and willing to help across different areas of the business

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• Communicate proactively with colleagues, clients and providers

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• Be comfortable and confident working in a small-business environment

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• Be willing to learn and develop within their role — but with no aspirations to move into advising or paraplanning

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• Naturally look to make the adviser's life easier, rather than just completing tasks in isolation

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You will ideally come from an IFA or independent financial planning background and be used to working at a pace with minimal supervision.

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The Package

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• Salary: £35,000 – £38,000 dependent on experience

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• Working pattern: 4 days in the office, 1 day working from home

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• 25 days annual leave plus bank holidays

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• Discretionary bonus

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• Private healthcare

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• 5% employer pension contribution

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• Private parking permit provided

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How to Apply

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To apply, please send your CV to Jo at Financial Divisions.

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All applications are treated in the strictest confidence.

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