At a Glance
- Tasks: Handle client servicing, onboarding, and prepare annual reviews for 120 clients.
- Company: A boutique wealth planning firm in Epsom with a strong reputation and close-knit team.
- Benefits: Salary of £30,000 - £40,000 plus equity stake and additional benefits.
- Other info: Opportunity for progression into paraplanning or as a career administrator.
- Why this job: Unique opportunity to gain an equity stake while supporting high-net-worth clients.
- Qualifications: Around 2 years' experience in financial services; familiarity with Intelligent Office preferred.
The predicted salary is between 30000 - 40000 £ per year.
Location: Epsom/Ewell, Surrey
Salary: £30,000 - £40,000 basic + equity stake + benefits
Experience: Around 2 years in financial services.
Progression: Route to paraplanning, or grow as a career administrator.
My client is a boutique wealth planning firm in Epsom that provides 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 £1m to invest.
The role involves working side by side with the Managing Director, supporting his 120 clients who hold anywhere from £300k to £2.5m in invested assets. Responsibilities include:
- Handling the administration end to end
- Picking up some basic paraplanning
- Being the main point of contact for clients
- Client servicing
- Onboarding new business
- Preparing annual reviews
- General support wherever needed
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. Attitude and willingness to get stuck in are important.
This firm will support your future in either paraplanning or as a career administrator, and the equity stake means you'll share in the success you help create.
Get in touch with Jo at Financial Divisions for more information about this role or other opportunities.
Financial Planning Administrator - Boutique Wealth Planning Firm, Epsom / Ewell, Surrey 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.
