Financial Planning Administrator - Epsom, United Kingdom - Financial Divisions

Financial Divisions

Verified Company

Epsom, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Financial Planning Administrator - IFA Firm with HNW clients - £25k - £32k + full study support
My client is a boutique wealth planning practice based near Sutton/Epsom who have been operating for 25+ years.

They have an excellent reputation providing very solid financial advice to private clients who are City professionals, families, business ownersretirees and accumulators.

This business has a team of 3 Advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients.

A vacancy has come available for an IFA Administrator reporting intothe Senior Paraplanner.

Typical duties will include:

Pensions, Investments, Tax Planning, Mortgages, Protections etc.
End to end administration on whole of market advice
Greeting clients ahead of their meetings with Advisers
Writing Letter of Authority and Valuation
Scheduling client reviews and managing Advisers' diaries
Preparing documentation for any client reviews/meetings
Basic suitability reports, assisting paraplanners with their work

The role will be office based.

If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies.

My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and tripsaway as well as supporting.

Cultural fit will be very important to my client.
My client are looking to offer £25k - £32k basic salary plus a comprehensive study support package and bonus.

If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst alsohaving some fun along the way then this role will be perfect for you.

If this role sounds of interest or any other roles I am working on please get in touch. Contact Peter Fozard at Financial Divisions.