Financial Planning Administrator Boutique IFA Firm - supporting 3 AdvisersCobham/Leatherhead (Surrey)£30k - £40k basic salary + benefits packageHybrid working after onboarding and trainingMy client is an boutique wealth planning firm with its main office in Cobham (Surrey). They have been operating for many years and I have recruited for them across all levels and seen them grow their business over that time. They operate on a whole of market basis across: pensions, investments, tax planning, protections etc with HNW city professional, retirees, families and some corporate cases. They have grown the trust of their clients over many years and grown organically via recommendation and referral. Most of their clients are based locally but they do have some further afield. They additionally have a Mortgage Broker who deal with transactional advice but will pass on leads to the Financial Planners.The MD is creating a role for a Financial Administrator, ideally a career administrator who doesn't aspire to be a Paraplanner or Adviser. You will be working in a very dynamic and forward-thinking team. You will be supporting 3 Advisers on a full suite of financial advice. Duties will include: preparing meeting packs for meetings, actioning any notes from meetings, drafting LOA's and LOV's, speaking to providers, database management, AML checks, processing new business, ongoing servicing amongst other duties. Knowledge of Intelligent Office would be very helpful.My client are looking to offer circa £30k - £40k basic salary. You will get 23 days holiday, your birthday off work and a full benefits package. There is parking a short walk away from the offices. Once you are up and running in the role then you can work from home a few days a week. If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you.To learn more about the role please get in touch with a CV.
Back to searchFinancial Planning Administrator - Up to £40k - Cobham Offices
Financial Divisions
Posted 5 days ago, valid for 3 days
Cobham, Surrey KT11 3LT, England
Full Time
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Sonic Summary
- The Financial Planning Administrator position is available at a boutique IFA firm located in Cobham/Leatherhead, Surrey, supporting three advisers.
- The role offers a salary range of £30k - £40k, along with a comprehensive benefits package and hybrid working options after onboarding.
- Candidates should ideally have experience as a career administrator and not aspire to become a Paraplanner or Adviser.
- Duties include preparing meeting packs, managing databases, processing new business, and conducting AML checks, with knowledge of Intelligent Office being advantageous.
- The firm values a supportive work environment where staff collaborate and enjoy their work, making this role ideal for those seeking a dynamic team atmosphere.
