Posted by Financial Divisions • £30K/yr to £35K/yr
Financial Administrator - Wealth Management
Offices near Basingstoke
My client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
This is a Senior role within the Administration team where you will take on added responsibilities including dealing with complex cases, assisting with client meetings and presenting administration reports.
An exciting new position has arisen for a Senior Pension Administrator to join a well-established mid-sized Pension Administration firm who have a number of nationwide offices.
This role can offer the right candidate a chance to become involved in some of the more interesting parts of the administration process and let you showcase your knowledge and expertise within the Pension Administration arena.
Posted by Financial Divisions • £30K/yr to £35K/yr
The business has 4 Advisers and a full team of admins and paraplanners who work with c.170 HNW retirees, City professionals, families with varying levels of assets.
Our client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
The minimum capital requirement for a client is £500k and the top clients have over £5m to invest.