Financial Administrator - Guildford - IFA Business - £30k - £32k + attractive benefits

Financial Administrator - Guildford - Boutique IFA - £30k - £32k + attractive benefits

My client are an award winning business based in Guildford, I have placed 1 member of staff within the business. They are closely aligned to an accountancy practice and offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Trusts, Mortgages and some Protections. Their clients are a mix of working professionals, wealth accumulators, business executives, retirees and HNW families with very substantial assets to be managed.

The business has 3 advisers who collectively manage over £100m of assets. The highest net worth cases have over £1m to invest but an average case holds between £300k - £600k. As they are closely linked to an accountancy practice they got lots of new business referred to them via this avenue. They are working towards obtaining Chartered status as a business and wish to expand the business over the next 3 - 5 years taking on more staff, doubling their AUM and the possibility of opening a 2nd office in the Surrey area.

A brand-new role within the business for a Financial Administrator who has experience using Intelligent Office, the CRM system. You will be working in a small team of 3 support staff working under a team of Advisers doing end to end financial administration. You will be conducting end to end client services, booking in client meetings on behalf of the advisers, preparing all meeting packs, administering all transfers of money from client accounts onto relevant platforms and processes trades. Knowldedge of a number of platforms will be very helpful for this role or any cashflow modelling tools would be advantageous.

A basic salary of £30,000 - £32,000 is on offer with 23 days holiday and DIS benefit. This is an office based role but some working from home may be permissible after your probation. A package of study support for exams and training will be provided to enhance your learning and development.

If this role sounds of interest or any other roles I am working on please get in touch.