* Financial Administrator (wealth management)
* Working in a team of 7 Administrators
* £28k - £30k depending on experience plus benefits
* Boutique IFA - Sutton (Surrey)
* 30 days annual leave plus bank holidays
* Full study support to level 4 diploma
* Office is closed over Christmas
* PMI, DIS and pension scheme
My client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across London and Southeast. The business has 20+ staff with 5 Advisers and a full team of admins and paraplanners who work with HNW retirees, City professionals, families with varying levels of assets. The minimum capital requirement for a client is £200k but many clients have over £1m to invest. The business has joined a larger IFA network and has plans to increase its AUM and broaden its investment proposition.
A vacancy has been created within the business for Financial Administrator to support the Advisers in the Sutton office on end to end administration. The role will suit an experienced Financial Administrator with at least 6 - 12 months of administration experience who is well verse...