Finance Graduate – Financial Planning Administrator

About the role

This is a junior Finance Graduate position supporting a wealth‑planning practice near Maidstone. You will work with high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients, receiving full training and support for professional exams.

Key responsibilities

• Prepare letters of authority, valuations and client documentation for reviews and meetings.
• Speak with customers on the phone to schedule reviews and gather required information.
• Collect data from product providers, process new business applications and ensure accurate submission.
• Maintain fee schedules, agreements and client records, keeping them up‑to‑date and properly filed.
• Assist the Managing Director with day‑to‑day administrative tasks for the client portfolio.

Required profile

• Must have a valid car for commuting to the office.
• 6‑12 months of relevant experience or a strong interest in financial administration.
• Willingness to study for professional exams, with support from the directors.
• Enthusiastic about a supportive, wellbeing‑focused team environment.

What we offer

• Competitive salary £28,000‑£30,000 per year, plus bonuses.
• 25 days holiday, private medical cover, pension scheme and life cover.
• Office‑based role with regular company socials, trips and weekly wellness sessions.