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SalaryFinancial Planning Administrator - £27,500 salary + Bonus (10%), Full Study Support, Private Medical Cover, Death in Service Benefit, 24 Days Annual Leave plus offices closed over Christmas.
My client is an wealth planning business with offices in Westerham who have been operating for over 10 years. They have an excellent reputation providing very solid financial advice to City professionals, families, business owners retirees and accumulators. Many fall into the HNW category over £1m of assets to invest. This business has a team of 10+ Advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering. Due to an increase in incoming business and their current clients requiring more regular reviews, a vacancy has come available for a brand-new Financial Administrator who can administer all the necessary client services and back office administration from start to finish on behalf of 2 advisers. This role will be suitbale for a candidate with 6 - 12 months of experience in a wealth planning business.
The role will be office based. You will be responsible for administrering end to end client services and reporting into an Administration Manager. Drafting LOA's and LOV's, preparing review packs for annual reviews, speaking to clients, processing new business amongst other work to support the advisers. If you are sitting any exams towards your level 4 diploma, a package of Study Support will be given to you. The Directors place a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away as well as supporting. My client are looking to offer circa £25,000 - £27,500 basic salary plus a comprehensive Study Support package and bonus. If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you.
If this role sounds of interest or any other roles I am working on please get in touch. Contact Peter Fozard at Financial Divisions.
