- Financial Administrator (wealth management)
- Working in a team of 7 Administrators
- £28k - £30k depending on experience plus benefits
- Boutique IFA - Sutton (Surrey)
- 30 days annual leave plus bank holidays
- Full study support to level 4 diploma
- Office is closed over Christmas
- PMI, DIS and pension scheme
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 London and Southeast. The business has 20+ staff with 5 Advisers and a full team of admins and paraplanners who work with HNW retirees, City professionals, families with varying levels of assets. The minimum capital requirement for a client is £200k but many clients have over £1m to invest. The business has joined a larger IFA network and has plans to increase its AUM and broaden its investment proposition.
A vacancy has been created within the business for Financial Administrator to support the Advisers in the Sutton office on end to end administration. The role will suit an experienced Financial Administrator with at least 6 - 12 months of administration experience who is well versed on end-to-end admin in a wealth planning firm. However if you aspire to step into a more technical role in good time then the Directors are happy to support you with this. The role will be based in the office during your induction and onboarding then you will be allowed to work from home on the odd occasion.
You will be reporting into a dedicated Administration Manager who will monitor your progression and be your go-to-person. Your duties will include but are not limited to: drafting LOA's, LOV's, creating meeting packs, answering client queries, speaking to providers and other stakeholders, updating the internal CRM and any other ad hoc administrative tasks to help the smooth flow of the support function within the business. You will have the opportunity to do some paraplanning work if you choose to do so and the Directors will aid you with an industry exams. A very secure and rewarding role is on offer with an excellent benefits package. The Directors are looking to offer between £28k - £30k basic salary depending on your experience levels.
If this role sounds of interest or any other roles I am working on please get in touch. For more details please contact Peter Fozard at Financial Divisions.