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- Financial Administrator
- Offices near Redhill (Surrey)
- £30k - £35k basic salary plus benefits
- Boutique IFA firm with 300 clients
My client are an independent wealth planning firm. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex and London. In their current setup they manage the affairs of 300 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections et al. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams.
The Managing Director is creating a brand-new role for a Financial Planning Administrator who can assist with servicing their existing cases and supporting with all annual reviews in addition to an ever-increasing number of referrals and recommendations bringing in lots of new business. You will have 2+ years of administration experience within a wealth planning firm and have a good knowledge of pensions and investments as this is the bulk of their business mix. Knowledge of IHT planning and other retirement planning strategies will be helpful. You will be responsible for drafting LOA,s LOV’s preparing meeting packs, preparing for reviews, processing any new business and ensuring the clean and organised running of the back-office system. You will be comfortable with all matters pertaining to the back-office support to Financial Advisers. If you aspire to study towards the level 4 diploma or other exams, then my client will support you with this.
If this role sounds of interest or any other roles I am working on please get in touch.
