Financial Divisions
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.
To apply for this job please visit www.reed.co.uk.
Make this application stronger
Use these quick checks before applying so your CV, interview preparation and job search are better matched to this vacancy.
Before you apply
Check the key details and make sure the role matches what you are looking for.
- Review the job title, company, location, salary and working pattern if provided.
- Check the skills, experience or qualifications requested by the employer.
- Make sure the commute, hours and contract type are realistic for you.
Tailor your CV
For Teaching Jobs, highlight the most relevant skills, experience and achievements linked to this type of work. Keep it honest, clear and focused on what the employer is asking for.
Use the CV Builder or browse Career Advice.
Prepare for interview
If your application is successful, prepare simple examples that show your motivation, strengths and suitability.
Keep searching smarter
Do not rely on one application. Keep searching similar roles and set up alerts so new vacancies reach you faster.