Financial Administrator

• Senior Financial Planning Administrator vacancy


• Up to £40,000 basic salary


• Near Fleet (Hampshire)


• Competitive salary, benefits and bonuses


• 25 days annual leave plus your birthday off


• DIS benefits, Holiday Purchase Scheme

My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years.

The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing.

The Managing Director requires an experienced Financial Planning Administrator with 3+ years of administration experience who will work amongst a team of 5 other Administrators of varying abilities and levels of experience. You will report into a dedicated Admin Manager who will train and guide you through the role and help upskill you. A sound knowledge of the admin process across pensions, investments, tax planning and retirement planning is necessary. There is a route to advising via my client's adviser academy.

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

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