Financial AdministratorWealth Management Firm working with HNW & UHNW clientsEpsom/Leatherhead (Surrey)Full training and study support£30k - £38k basic salary plus benefitsMy client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 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. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations stretching back 20 years.The business has won numerous awards and is very engaged in the local community events 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 - £38k (negotiable)Attractive benefits package and holiday allowanceReporting into a dedicated Operations ManagerIf this role sounds of interest or any other roles I am working on please get in touch.
Back to searchFinancial Administrator - £30k - £38k basic salary plus benefits - Surrey Chartered IFA
Financial Divisions
Posted a month ago, valid for 6 days
Cobham, Surrey KT113QJ, England
£24,000 - £31,200 per annum
Full Time
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Sonic Summary
- The Financial Administrator position is with a Chartered independent wealth planning firm located near Epsom/Leatherhead.
- The role offers a basic salary ranging from £30k to £38k, along with an attractive benefits package and holiday allowance.
- Candidates should have experience in wealth management and financial planning, with a preference for those familiar with Intelligent Office and Voyant.
- The firm manages the affairs of 250 families with assets between £600k and £8m, focusing on various financial services including pensions and tax planning.
- This new role is designed for experienced candidates who do not aspire to become paraplanners or advisers, and the firm emphasizes ongoing professional development.
