At a Glance
- Tasks: Handle end-to-end administration, client servicing, and onboarding for 120 clients with GBP300k to GBP2.5m assets.
- Company: A boutique wealth planning firm in Epsom with a strong reputation and a close-knit team.
- Benefits: Salary between GBP30,000 - GBP40,000 plus an equity stake and additional benefits.
- Other info: Progression opportunities towards paraplanning or as a career administrator.
- Why this job: Unique opportunity to gain equity in a successful firm while supporting high-net-worth clients.
- Qualifications: Around two years' experience in financial services; familiarity with Intelligent Office and Voyant is preferred.
The predicted salary is between 30000 - 40000 £ per year.
Location: Epsom/Ewell, Surrey
Salary: GBP30,000 - GBP40,000 basic + equity stake + benefits
Experience: Around 2 years in financial services
Progression: Route to paraplanning, or grow as a career administrator
It's not often an administrator role comes with an equity stake in the business - so this one's worth a proper look. My client is a boutique wealth planning firm in Epsom that's been quietly doing things well for many years. They provide whole-of-market advice to an interesting mix of private clients - City professionals, families, business owners, retirees and accumulators from the creative industries - many of them HNW with over GBP1m to invest.
It's a small, close-knit setup: two established advisers and a support team who keep everything running smoothly, and they've built a genuinely excellent reputation off the back of it.
The role involves working side by side with the Managing Director, supporting his 120 clients who hold anywhere from GBP300k to GBP2.5m in invested assets. You'll handle the administration end to end, pick up some basic paraplanning, and be the main point of contact for his clients, so you'll get to know them properly rather than just processing their paperwork. Day to day that means client servicing, onboarding new business, preparing annual reviews, and generally mucking in wherever you're needed. It's a small business, and that's the appeal: you'll see how the whole thing works, not just one corner of it.
About you: You’ll have around two years' experience in a financial planning or wealth management environment, and ideally some familiarity with Intelligent Office and Voyant cashflow modelling - though attitude and willingness to get stuck in count for a lot here. Whether you see your future in paraplanning or as a brilliant career administrator, this firm will back you either way - and the equity stake means you'll share in the success you help create.
Sound like you? Get in touch with Jo at Financial Divisions - I'm happy to tell you more about this role or anything else I'm working on.
Financial Planning Administrator - Boutique Wealth Planning Firm, in Epsom employer: Financial Divisions
This boutique wealth planning firm in Epsom offers a competitive salary and equity stake. With a small team of two advisers, they provide whole-of-market advice to high-net-worth clients, ensuring a personal touch in client relationships.
