Working with HNW & UHNW Clients - Full Training and Study Support - £24k - £26k Base Salary + Benefits
An award-winning, chartered independent wealth planning firm located near Leatherhead is seeking a Graduate Financial Administrator to join their team. This firm offers comprehensive, whole-of-market financial advice to high-net-worth (HNW) retirees, accumulators, local families, and small-to-medium business owners across Sussex, Kent, and London. Managing assets for 250 families with portfolios ranging from £600k to £8m, they provide expert counsel on pensions, investments, tax planning, cash flow modelling, retirement strategies, protections, and specialized options like VCT & EIS schemes. The firm has built strong relationships with its clients over the last 20 years.
Known for their strong ties to the local community, they are actively involved in charitable initiatives and prioritise exceptional customer service, resulting in a high client retention rate. The support team, consisting of skilled Administrators and Paraplanners, is encouraged to continually grow through CPD and industry exams. Additionally, the firm has a dedicated Operations team ensuring the smooth running of daily activities.
As part of their growth, the Managing Director is introducing a new role for a Graduate Administrator. This entry-level position is ideal for a recent graduate with a relevant degree and a genuine interest in wealth management and financial planning. Experience from internships or placements is a plus. The role offers full training, support, and the opportunity to study towards the Level 4 Diploma in Regulated Financial Planning.
If you're interested in this role or any other opportunities, please reach out to Joanna Clark.