Financial Administration with Business Development Activity Route to Become a Financial Adviser Wealth Management Firm | Creative/Music Industry Clients 26 Days Holiday DIS Benefit & Health Programme A fantastic opportunity has arisen with a Chartered independent wealth planning firm, serving high-net-worth clients across London and the South. The firm, which I have successfully placed over five staff members with, is experiencing significant growth both organically and through acquisitions. Their client base includes retirees, accumulators, local families, and SME owners, with a strong focus on the creative industries, particularly actors and musicians. The firm is expanding its team and creating a new role for a Financial Administrator with at least one year of experience in wealth management or financial services. This position offers a blend of administrative responsibilities with exciting business development opportunities, providing the chance to earn lucrative bonuses and progress towards becoming a Financial Adviser. Key Responsibilities: Provide ongoing administrative support to an existing client base of over 15,000 creative industry clients, focusing on their pension plans. Be the first point of contact for clients, addressing queries and maintaining strong relationships. Design and implement marketing campaigns, including email newsletters, social media content, and portal updates, to promote a wider range of financial services. Engage clients in discussions about additional advice services, with bonuses for successful conversions. Work closely with the CEO to drive the expansion of the firm’s services and assist with business development efforts. What’s On Offer: Salary: £35k - £45k (negotiable) OTE: £50k with performance-based bonuses Full study support to achieve your Level 4 Diploma in Financial Planning 26 days holiday plus bank holidays Comprehensive benefits package, including a health programme and DIS benefit Career Progression: Clear route to move into a more technical role and eventually become a Financial Adviser as the firm continues to grow If this role interests you or you would like to hear about other opportunities, please contact Laura at Financial Divsions