Financial Planning Administrator

• Financial Administrator
• Boutique financial advice firm
• Offices near East Grinstead
• £30k - £35k plus bonuses and benefits

My client are a wealth planning firm with offices near East Grinstead who who offer 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 200+ clients assets ranging from £100k - £1m+.

The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning. They do have mortgage/protection advisers inhouse who deal with more transactional advice but generate lots of internal referrals. They have very longstanding relations stretching back many years. They additionally receive lots of recommendations via a longstanding relationship they have from a solicitor firm they work very closely with.

The Managing Director has recently purchased a book of business from a retiring adviser so there is lots of clients to service and he needs a new Financial Administrator who will be responsible for the end to end administration with all their exiting clients and all the new business coming in. The team are incredibly busy and need someone who doesn't need training and knows the end to end process with financial admin within a wealth planning practice. This will include but is not limited to: creating meeting packs, onboarding new clients, prepping for annual reviews, managing the back office systems, being a point of contact for all clients and providers and ad hoc support to the advisers to ensure the smooth running of the business.

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