Financial Planning Administrator - Guildford - £35K +

Plus: £2k Bonus + Excellent Pension and Private Health benefits

My client, are a family run boutique wealth planning practice with offices based in Guildford. This company have been offering financial advice to their private clients for over 25 years and have an excellent reputation providing the highest levels of financial advice to High Net Worth private clients who are a mixture of business professionals, retirees, accumulators and families. They offer advice on pensions, investments, tax planning, IHT planning, protections and more complex advice such as VCT & EIS.

Due to a growing number of clients developed through referrals and recommendations, an array of brand-new vacancies have been created by the Managing Director for Senior IFA Administrator or Wealth Management Administrator with previous experience of working within an IFA or Wealth Management practice. Ideally applicants will also have some experience of using Intelligent Office software (although this is not essential) and be able to act as mentor to some of the junior administrators within the team.

You will be heading up an administration team that work in a support role to a team of paraplanners and IFAs. You will carry out and allocate cases to work on based upon your experience levels and the level of experience of your team members. You will take ownership in managing the production of documentation, reports and correspondence for clients, interacting with external service providers to ensure that the business’ clients’ needs and wants are met, and responsible for producing letters of authority or instruction letters from your clients.

About You:

You will have worked within a Wealth Management Business or an FCA regulated financial services business previously. This is a customer facing role that requires good social and client interaction skills, so evidence of similar type of duties in your previous role will be required. You may have some exams for the Diploma in Financial Planning under your belt (or aspirations of studying towards a diploma whilst at work)

Salary up to £35k (based on experience) + bonus

Full study support towards diploma in Financial Planning (should you wish to pursue this line of education)

25 days holiday + bank holidays

Benefits: DIS, Medical Cash Plan

Please send your CV to Ryan at Financial Divisions