PA/Relationship Manager - Financial Planning

*Hiring Now! Fantastic Role to Progress Your Financial Services Career Locally!*

Could be a fantastic opportunity for someone with Business Support, PA, Administration, Client Services or Relationship Management experience within Financial Services to take on a new challenge!

Award winning and highly successful financial planning practice with an impressive client portfolio, now seeking to appoint a PA/Senior Administrator to join their growing team through an exciting phase of expansion.

Would be a great chance to grow your career in a company with a fantastic culture and ethos!

Day to day within this role you will take on a varied responsibility set, encompassing :-

Client interfacing by phone and email on behalf of Directors;

Arranging and managing diaries, attending and minuting meetings;

Producing documentation such as reports and product documents;

Administering onboarding and risk and compliance;

And much more!

Super working environment - modern offices based near to Tonbridge

Collaborative team culture

Varied day-to-day, with training, chance to pursue Financial Advisory qualifications and opportunity to grow and develop in your role

Salary £35-40,000

+ company benefits

+ hybrid working

Free parking

Mon-Fri 37,5 hr work week

If you have any level of experience within financial advice / planning work, perhaps in administration, client service or relationship management - then this could be the role for you!

Could be an ideal opportunity to work locally rather than in London/further afield, or to take a next career step!¬

Apply now with your CV for immediate consideration or contact Miles Dutton at Recruitment Solutions Tunbridge Wells confidence to discuss!