At a Glance
- Tasks: Handle administration for 120 clients and assist with paraplanning tasks.
- Company: Join a boutique wealth planning firm located in Epsom/Ewell.
- Benefits: Opportunity to share in the firm's success through an equity stake.
- Other info: Contribute positively to the team.
- Why this job: Work in a small, collaborative environment focused on client relationships.
- Qualifications: Candidates should have around 2 years of experience in financial services.
The predicted salary is between 30000 - 40000 £ per year.
Financial Divisions is seeking a Financial Planning Administrator to join a boutique wealth planning firm in Epsom/Ewell. The successful candidate will handle administration for 120 clients and assist with paraplanning tasks while building strong relationships with clients.
With a focus on a small, collaborative environment, this role offers the unique opportunity to share in the firm's success through an equity stake. Candidates should have around 2 years of experience in financial services and a willingness to contribute positively to the team.
Wealth Planning Admin - Equity Stake & Growth Path in Ewell employer: Financial Divisions
This boutique wealth planning firm in Epsom/Ewell offers a unique equity stake opportunity. The team values collaboration and strong client relationships, making it an ideal place for growth in financial services.
