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

NEW VACANCY - Client Relationship Administrator - Maidstone, Kent - £40K We're working with a growing Financial Planning Practice in Maidstone 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 LLP. All applications are treated in the strictest confidence.