Employer: Financial Divisions Salary: £23,000 – £28,000 per annum, negotiable, inc benefits Date Added: 03/01/2024
Financial Administrator to Trainee Paraplanner – Boutique Wealth Planning Firm – Fleet (Surrey) – £23k – £28k + bonuses – mix of office based and WFH
My client is a boutique financial advice firm with a presence across the Surrey area whom I have placed 2 staff within the past year. I have worked closely with the Owner of the business over the past 12 months and seen them grow their business organically via recommendation and referral. They have a truly holistic approach to their advice offering and they get to know their clients (who are all local people) really well and on both a professional and personal level and get involved in local community events. The most loyal clients have been taking advice from them for over 10 years. They offer advice on Pensions, Investments, Tax Planning, IHT, Retirement Planning, Trusts, Mortgages and some Protections to those with between £500k – £1m of investable assets who are primarily families, retirees and some small business owners.
The Director is creating a brand-new role within the business for an Financial Administrator with 6 – 12 months of experience or possible a very bright graduate with a relevant degree and who knows wealth management is the industry for them. The role will be office based with the occasional working from home 2 days a week after initial onboarding and training. You will be supporting 1 Adviser in the business alongside another administrator and a separate mortgage team. You will be drafting LOA’s, LOV’s, speaking to providers and being the first point of contact for all external stakeholders, managing diaries, managing the internal IT systems and all other admin support to ensure the smooth running of the admin team. If you wish to undertake any studies towards your level 4 diploma or progress into a more advanced role (paraplanning) then my client will offer study support and training. A very secure and rewarding role is on offer, with an excellent benefits package and bonus structure. You will receive a £23k – £28k basic salary depending on experience.
If you are working within wealth management administration role or looking for your first role in the industry then the hiring manager would like to talk to you. If this role sounds of interest or any other administration roles I am working on please get in touch. For more details please contact Peter Fozard at Financial Divisions
