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- Financial Administrator (ideally with SJP experience)
- Remote role - 1 day in the office in Berkshire per week
- Work with 5 advisers with 450 clients
- £30k - £35k plus benefits
My client are a boutique wealth planning firm with offices in Berkshire who offer financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they have 4 advisers and manage the affairs of 450 clients with assets ranging greatly from basic cases of £50k up to £5m to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years.
The Directors are creating a brand-new role for a Financial Administrator who can work remotely but come to their offices near Gerrards Cross/Uxbridge once a week, perhaps once a fortnight. You will be responsible for conducting end to end administration and supporting with the entire back-office function within the business. Duties will include but are not limited to: processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, general office administration, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 2+ years of wealth management administration experience.
- Salary: £30k - £35k (negotiable)
- Full training and onboarding
- Extensive flexibility to work from home
If this role sounds of interest or any other roles I am working on please get in touch.
