At a Glance
- Tasks: Support financial advisers and paraplanners in delivering top-notch client service.
- Company: Reputable wealth management firm with over 20 years of experience.
- Benefits: Competitive salary, bonuses, comprehensive benefits, and study support.
- Other info: Dynamic work environment with long-term career development opportunities.
- Why this job: Join a growing team and develop your career in financial planning.
- Qualifications: Experience in financial administration and strong organisational skills.
The predicted salary is between 30000 - 38000 £ per year.
£30,000 - £38,000 Basic Salary + Bonus + Comprehensive Benefits Established Wealth Management Firm | Study Support Available | Long-Term Career Development A fantastic opportunity has arisen for an experienced Financial Planning Administrator to join a highly regarded Independent Financial Advisory firm based in Godalming.
Established for over 20 years, this successful wealth management practice provides holistic financial planning and mortgage advice to families, retirees, professionals and high-net-worth individuals across Surrey, Hampshire and London.
The business has built an excellent reputation through delivering a high level of client service and maintaining long-standing relationships with its loyal client base.
Following a period of significant growth and increased levels of new business, the firm is now looking to strengthen its support team with the addition of a Financial Planning Administrator who will play a key role in supporting advisers, paraplanners and clients across the entire financial planning process.
The Opportunity This is a varied and rewarding administration role where you will gain exposure to all aspects of financial planning administration while working closely with experienced advisers and paraplanners.
Your responsibilities will include
- Obtaining and maintaining client information and documentation
- Prepari...
