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- Financial Planning Administrator
- Wealth Management Firm working with HNW & UHNW clients
- Leatherhead offices (Surrey)
- Full training and study support
- £30k - £40k basic salary plus benefits
My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed 4 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 250 families with assets ranging from £600k - £8m. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years.
The business has won numerous awards and is very engaged in the local community and are advocates of many charitable causes. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operations professionals ensuring a smooth functioning of the business.
The Managing Director is creating a brand-new role for an Experienced Administrator who will be responsible for conducting end to end administration and supporting with the entire back office function within the business. This role is suitable for an experienced candidate within wealth management and financial planning and doesn't aspire to be a Paraplanner or Adviser. Experience with Intelligent Office and Voyant would be highly advantageous.
- Salary: £30k - £40k (negotiable)
- Death in Service, Critical Illness Cover, Income Protection
- Full training and onboarding
- 25 days holiday + bank holidays (rising after a length or service)
- Reporting into a dedicated Operations Manager
If this role sounds of interest or any other roles I am working on please get in touch.
