At a Glance
- Tasks: Support financial planning and client management in a dynamic boutique firm.
- Company: Reputable wealth planning business in Epsom with a collaborative team.
- Benefits: Competitive salary, equity stake, and professional development opportunities.
- Other info: Opportunity for career growth into paraplanning or advanced administration roles.
- Why this job: Gain hands-on experience and work closely with the Managing Director.
- Qualifications: 2 years of experience in financial administration required.
The predicted salary is between 35000 - 45000 £ per year.
Financial Planning Administrator - boutique business Epsom/Ewell offices £35k - £45k basic salary plus EQUITY STAKE and benefits Work on a 1-2-1 basis with Managing Director 2 years of experience required Route to paraplanning or career administrator My client is a boutique wealth planning business with offices in Epsom (Surrey) who have been operating for many years a team of established advisers and support staff.
They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators from the creatives industries.
Many of their clients fall into the HNW category with over £1m of assets to invest.
This business has a team of 2 established advisers and a support team who assist them in a smooth and effective advice offering to their clients.
A vacancy has come available for a Financial Administrator who can work very closely with the MD and his 120 clients who have £300k - £2.5m of invested assets.
You will be doing end to end administration and basic paraplanning and being the main point of contact for the clients.
You will be involved in client servicing, onboarding new business, annual reviews and all other areas of the business and mucking in.
You will ideally have knowledge ...
