At a Glance
- Tasks: Support clients and manage relationships in a boutique wealth management firm.
- Company: Reputable wealth management firm with a focus on personalised service.
- Benefits: Competitive salary, equity stake, direct mentorship, and career progression opportunities.
- Other info: Opportunity for growth into paraplanning or senior administration roles.
- Why this job: Join a dynamic team and make a real impact on clients' financial journeys.
- Qualifications: Experience in financial services and strong client relationship skills.
The predicted salary is between 30000 - 40000 £ per year.
£30,000 - £40,000 Basic Salary + Equity Stake + Benefits Boutique Wealth Management Firm | Direct Mentorship from Managing Director | Route to Paraplanning or Senior Administration A rare opportunity has arisen to join a highly regarded boutique wealth management firm based in Epsom.
With an established reputation built over many years, this independent financial planning business provides holistic, whole-of-market advice to a loyal and affluent client base including City professionals, business owners, families, retirees and individuals from the creative industries.
Many of their clients hold investable assets exceeding £1 million and receive a highly personalised service.
Due to continued growth, they are now seeking a Financial Planning Administrator to work directly alongside the Managing Director, becoming an integral part of the client journey and wider business.
This is an excellent opportunity for an experienced Financial Services Administrator looking to take ownership of client relationships, broaden their technical knowledge and potentially progress into paraplanning over time.
The Opportunity Working on a one-to-one basis with the Managing Director, you will support approximately 120 clients with portfolios ranging from £300,000 to £2.5 million.
You will become the primary point of contact for many clients and play a key role in ensuring a first-cla...
