Financial Administrator

• Financial Administrator / Office Administrator
• Wealth Management Firm
• Working with HNW & UHNW clients
• Leatherhead Offices (Surrey)
• £30k - £34k basic salary plus benefits

The Business

My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed 6 members of staff with. I have met the Directors on multiple occasions and got to know their business very well. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of 250 families with assets ranging from £600k to £8m invested. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years.

The Role

The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operations professionals ensuring a smooth functioning of the business.

The CEO is creating a brand-new role for an Office Administrator/Financial Administrator who is pragmatic, organised and can “muck in” within the office environment. The role will involve doing some basic financial administration, general office administration duties, preparing meeting packs for client meetings, greeting clients upon arrival and any ad hoc duties to ensure the support teams are running smoothly. Experience within a wealth management firm would be highly advantageous but financial services experience and having a good general financial knowledge would be ideal. The role would be fully office based in Leatherhead.

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