Financial Administrator

• Senior IFA Administrator
• Boutique Chartered IFA firm (Surrey)
• Up to £35k - £45k basic salary plus bonuses
• Offices near Esher/Kingston
• Attractive benefits package on offer

The Business

My client are a Chartered Independent Financial Advice firm based in Surrey near Esher. I have met the Directors and placed 5 staff into the business. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Protections and esoteric schemes such as VTC & EIS. They also do Wills and Trusts as well as Powers of Attorney. The business has built a loyal book of 500 clients who are a mix of families, retirees and business owners based across Surrey. Clients hold investable assets between £500k - £10m. The advisers are busier than ever and are generating lots of new business through recommendation and referral.

The business has a lot of very long standing relations with local charities and businesses and are very engaged in the local community. They gain a lot of their new business through recommendation and referral and do not give targets for their staff as they feel this is the wrong type of ethos.

The Role

The MD is looking for a brand new Senior IFA Administrator to work on a 1-2-1 basis with one of the Chartered Advisers. The role will be working directly with the adviser and assisting them with all necessary administrative support to enable them to offer the highest quality service to their clients. You will attend some client meetings and do all pre and post meeting work on behalf of the adviser and all necessary client servicing work. If you have knowledge of Intelligent Office this will be highly advantageous.

The role will pay between £35k - £45k plus a full benefits package. If this role sounds of interest or any other Adviser/Planner roles I am working on please get in touch.