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Financial Administrator - £25k - £32k + bonus, Full study support - Chartered IFA - Haywards Heath

Financial Administrator - £25k - £32k + bonus, Full study support - Chartered IFA - Haywards Heath

Posted 29 May by Financial Divisions
Easy Apply Ended

Financial Administrator - £25k - £32k + bonus, Full study support - Chartered IFA - Haywards Heath

My client are a Chartered independent wealth planning firm in Haywards Heath who I have placed 3 staff with. They offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London. They have 500 clients in their current setup with on average £1m of assets to invest per client. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and busi5ess). Their highest net worth clients do get involved more complex products and wealth structuring. The Advisers are supported by a highly experienced team of Administrators & Paraplanners of which I have placed 3 members of them. They are pushing the business forward in a positive fashion with big expansion plans over the next 5 years following them recently joining a larger wealth planning firm and gaining very comprehensive and structured support based in London.

The Managing Director is creating a brand new role for a Financial Administrator to be supporting the team of Chartered Financial Advisers. You will be allocated an Adviser to support and be charged with end to end financial administration and ensuring the smooth back office function. This role will be suitable for a candidate with 6 - 12 months of experience in the industry with a route to being a Paraplanner in the future. Full training and study support packages towards your diploma and Chartered status will be provided. But the hiring managers will consider a Senior Administrator who has several years of experience in the industry.

  • Salary: £25k - £35k + bonuses
  • 4 days in the office per week (more flexibility can be offered)
  • 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.

Reference: 52753823

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