Financial Services Administrator / Trainee Planner

Financial Services Administrator / Trainee Planner

Location: Westerham, Kent

Salary: negotiable AAE

Job Type: 6 month contract, likely to lead to permanent

A fantastic opportunity for an Administrator based in Westerham, Kent.

The company is a fully Independent, privately owned Financial Advice firm and you will work within a very friendly team.

This is a full time role based in the office at Westerham (35 hours per week).

Although initially on a 6 month contract, they are growing fast and fully expect this to become a permanent position.  It is ideally suited to someone with financial services experience either as an administrator or paraplanner and, for the right candidate, the role could develop into a paraplanning role in future.

A willingness to learn and progress is, therefore, important. 

The Administrator role will involve: 

  • Producing and analysing data from customer records / database
  • Processing new business / applications
  • Preparing review documentation and booking in client reviews
  • Preparing customer documentation 
  • Producing business management reports
  • Ensuring all client data is maintained accurately 
  • General Administrative tasks as required. 

Key Skills & Experience required:

  • Experience of Excel and Word are essential 
  • Must have an eye for detail and be able to analyse data
  • Experience / knowledge of back office system such as X-plan desirable

About the Company

Davidson Downing Ltd offers advice on all aspects of investment and tax planning to companies, individuals and partnerships.

They also have links with external specialists such as private banks, legal services and accountants provide a broad range of services to their clients.

They are currently going through a period of rapid expansion and are looking for the right person to join their team and fit in with their culture. 

How to Apply

If you are interested in this role the hiring company would love to hear from you. Please attach an up to date copy of your CV and they will be in direct contact.

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