At a Glance
- Tasks: Support financial advisers by managing client details and conducting AML checks.
- Company: Established Wealth Management Firm with a strong reputation in the industry.
- Benefits: Competitive salary, bonuses, and opportunities for professional growth.
- Other info: Great career prospects in a supportive and collaborative environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in finance administration and knowledge of Intelligent Office is a plus.
The predicted salary is between 35000 - 38000 £ per year.
Financial Planning Administrator £35k - £38k plus bonuses 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 8 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 with a few families holding in excess of £2m of investments.
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 a 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' personal details, writing letters of authority and valuation, onboarding new clients, conducting AML checks, speaking to product pro...
