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Financial Administrator with a route to Paraplanner. £30k - £35k depending on experience plus benefits Boutique IFA - Offices near Basingstoke / Hook
My client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire. The business has 4 Advisers and a full team of admins and paraplanners who work with c.170 HNW retirees, City professionals, families with varying levels of assets. The minimum capital requirement for a client is £500k and the top clients have over £5m to invest.
They have some exclusive agreements with local institutions whereby they offer advice to all their staff. The business has grown organically over its lifespan and plans to continue its expansion plans by increasing its AUM through recommendation and referral with local clients. The business has no plans to sell or be acquired by a large consolidator firm so you will be part of a genuinely independent advice firm.
A vacancy has been created within the business for Financial Administrator to support the 4 Advisers on end to end administration. The role will suit an experienced Financial Administrator with at least 2 years of administration experience who is well versed on end-to-end admin in a wealth planning firm. However if you aspire to step into a more technical role in good time then the Directors are happy to support you with this. The role will be based in the office near Basingstoke during your induction and onboarding then you will be allowed to work from home on the odd occasion.
You will be allocated a selection of Advisers to support and administer on their behalf end to end administrative support. Your duties will include but are not limited to: drafting LOA's, LOV's, creating meeting packs, answering client queries, speaking to providers and other stakeholders, updating the internal CRM and any other ad hoc administrative tasks to help the smooth flow of the support function within the business. You will have the opportunity to do some paraplanning work if you choose to do so and the Directors will aid you with an industry exams. A very secure and rewarding role is on offer with an excellent benefits package. The Directors are looking to offer between £30k - £35k basic salary depending on your experience levels.
If this role sounds of interest or any other roles I am working on please get in touch. For more details please contact Peter Fozard at Financial Divisions.
