Financial Administration - Croydon - Hybrid - £35k + Bonuses (OTE £50k)

Financial Administration with Business Development ActivityRoute to Become a Financial Adviser

Wealth Management Firm | Creative/Music Industry Clients26 Days Holiday + DIS Benefit & Health Programme

A fantastic opportunity has arisen with a Chartered independent wealth planning firm, serving high-net-worth clients across London and the South. The firm, which I have successfully placed over five staff members with, is experiencing significant growth both organically and through acquisitions. Their client base includes retirees, accumulators, local families, and SME owners, with a strong focus on the creative industries, particularly actors and musicians.

The firm is expanding its team and creating a new role for a Financial Administrator with at least one year of experience in wealth management or financial services. This position offers a blend of administrative responsibilities with exciting business development opportunities, providing the chance to earn lucrative bonuses and progress towards becoming a Financial Adviser.

Key Responsibilities:

• Provide ongoing administrative support to an existing client base of over 15,000 creative industry clients, focusing on their pension plans.
• Be the first point of contact for clients, addressing queries and maintaining strong relationships.
• Design and implement marketing campaigns, including email newsletters, social media content, and portal updates, to promote a wider range of financial services.
• Engage clients in discussions about additional advice services, with bonuses for successful conversions.
• Work closely with the CEO to drive the expansion of the firm’s services and assist with business development efforts.

What’s On Offer:

• Salary: £35k - £45k (negotiable)
• OTE: £50k+ with performance-based bonuses
• Full study support to achieve your Level 4 Diploma in Financial Planning
• 26 days holiday plus bank holidays
• Comprehensive benefits package, including a health programme and DIS benefit
• Career Progression: Clear route to move into a more technical role and eventually become a Financial Adviser as the firm continues to grow

If this role interests you or you would like to hear about other opportunities, please contact Laura at Financial Divsions