Graduate Financial Administrator - £25k - £30k + bonus, Full study support - Leatherhead/Dorking
My client is an independent wealth planning firm in Leatherhead/Dorking who I have met and placed staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey and London, however they do have client based abroad. Some of their clients have been with the business for over 10 years and they have built genuine relationships which go beyond just managing their affairs.
They manage the affairs of over 200 client families in their current setup with £1m of assets to invest per case on average. They advise on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). Their highest net worth cases have over £5m to invest and get involved more complex products and wealth structuring. The Advisers are supported by a highly experienced team of Administrators & Paraplanners who report into a dedicated Office Manager/Operations Manager. They are pushing the business forward in a positive fashion with big expansion plans over the next 5 years, but this will be gone organically as opposed to any Private Equity support or from a national consolidator.
The Managing Director is creating a brand-new role for a Graduate Administrator to be supporting the team of Paraplanners and experienced Financial Advisers. The role will be suitable for a recent graduate with a degree in Finance/Maths/Business or similar and knows that financial planning is the sector for them. You will ideally have some work experience or perhaps an internship in the industry but the intention of sitting the RO exams is essential. You will be allocated an Adviser to support and be charged with end to end administration and ensuring the smooth back office function. Full training and study support packages towards your diploma and Chartered status will be provided.
- Salary: £25k - £30k + bonuses
- Full study support towards level 4 diploma and chartered status
- Benefits: pension, death in service cover, income protection,
- 25 days holiday + bank holidays
If this role sounds of interest or any other roles I am working on please get in touch.