Financial Planning Administrator

• ACTIVE VACANCY, SEEKING TO SET UP INTERVIEWS !!!!
• IFA Administrator paying up to £38k basic salary
• Established Wealth Management Firm
• Offices in Godalming (Surrey)

My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals. I have met the Directors and been to the offices and placed 5 staff into the business.

Their clients primarily are based across Surrey, Hampshire and London, but they do have clients further afield. Clients hold anywhere between £100k to £1m+ of investable assets. The business has very longstanding relations with their clients, but they do hold relationships with numerous professional sports clubs where they generate new business.

Following a very good 12 months with lots of new business coming into the advisers’ inboxes, the Managing Director is seeking an experienced Financial Administrator to join the team and support the entire function of the business. Knowledge of the system \”Intelligent Office\” will be highly advantageous, and you will be working on obtaining clients\’ details, writing letters of authority and valuation, onboarding new clients, conducting AML checks, speaking to product providers and pre…