At a Glance
- Tasks: Handle administration for a diverse client portfolio and serve as the main client contact.
- Company: Financial Divisions is based in Epsom and focuses on financial planning services.
- Benefits: Offers an equity stake in the business along with a competitive salary.
- Other info: This role is pivotal for motivated individuals seeking career progression.
- Why this job: Unique opportunity to work closely with the Managing Director in a growing firm.
- Qualifications: Ideal candidates should have around two years' relevant experience and knowledge of Intelligent Office.
The predicted salary is between 30000 - 40000 £ per year.
Financial Divisions is looking for a Financial Planning Administrator in Epsom. This role offers a unique opportunity to work closely with the Managing Director, handling administration for a diverse client portfolio and becoming the main point of contact for clients with substantial invested assets.
The firm offers not just salary but also an equity stake in the business, making it an appealing option for motivated candidates looking for career progression in the financial services sector.
Ideal applicants will have around two years' relevant experience and familiarity with tools such as Intelligent Office.
Wealth Planning Administrator — Equity Stake & Growth Path in Epsom employer: Financial Divisions
Financial Divisions, located in Epsom, provides financial planning services and values employee growth. The firm offers an equity stake, making it attractive for ambitious professionals. Join a team that prioritises client relationships and career development.
