High-Net-Worth Client Base | Steady, Long-Term Role | Flexible Environment
Are you an experienced Financial Administrator looking for a steady, long-term role with a boutique wealth management firm? We’re working with a small but highly regarded firm in Epsomthat manages a select pool of very high-net-worth clients. This role offers great stability, the chance to develop long-term expertise, and the opportunity to work in a friendly, close-knit environment without the need for career progression or constant change.
At Financial Divisions, we’ve built a solid relationship with this client, and we’ve had the pleasure of visiting their welcoming office in Epsom. The team is small and supportive, with a hands-on approach to managing a select group of high-net-worth clients, giving you the chance to work in a personalised, low-pressure environment.
Role Overview
As a Financial Administrator in this role, you’ll play a crucial part in the smooth running of the firm’s operations. You’ll support the team in providing high-quality financial administration services to a select group of very high-net-worth clients. Your role will be varied and interesting, and while you won’t be expected to climb the corporate ladder, you’ll have the chance to develop your skills and knowledge in a focused, steady role.
Key Duties:
- Client Records Management: Ensure accurate and up-to-date client files, managing and organising records in line with company policies.
- Portfolio Support: Provide administrative support in managing client portfolios, processing transactions, updating reports, and assisting with general portfolio administration.
- Document Preparation: Assist with the preparation and submission of financial documents, including investment reports, tax forms, and client correspondence.
- Client Liaison: Support the team in managing client communications, responding to queries, scheduling meetings, and maintaining positive relationships with clients.
- Regulatory Compliance: Help ensure that all processes comply with relevant regulations and company procedures.
- General Administration: Provide daily administrative support to the wealth management team, managing appointments, taking notes, and maintaining client records.
Why You’ll Love This Role:
- Great Location: The office is based in Epsom, offering a shorter commute for those living locally or looking for a quieter, more relaxed work environment away from the hustle and bustle of the city.
- Small, High-Net-Worth Clientele: Work with a select group of very high-net-worth clients, gaining insight into their unique financial needs while providing high-level administrative support.
- Steady, Stable Role: This role is ideal for someone looking for a steady, non-pressured environment where you can develop expertise over time without the expectation of rapid career progression.
- Competitive Salary: The salary of up to £40k is offered for experienced professionals who are looking for a stable, fulfilling role.
- Work-Life Balance: The smaller size of the firm means you’ll enjoy a close-knit, supportive team and better work-life balance, with no long hours or rigid expectations.
- Returners Welcome: This role is also perfect for someone returning to work or looking for a stable, long-term career after a break. The team is flexible and supportive, creating an inclusive and welcoming environment for all candidates.
About You:
This role is well-suited to someone with experience as a Financial Administrator within a wealth management or financial services setting. Intelligent Office experience is a plus, but not essential. What’s more important is your ability to manage client records, support financial planners, and maintain attention to detail in a smaller, more intimate team environment. You’ll be proactive, organised, and comfortable handling multiple tasks simultaneously.
If you’re looking for a steady, non-sales driven role, where you can settle into a rewarding career in a small, high-net-worth wealth management firm, then this could be the perfect opportunity for you.
Ready to join this fantastic firm in Epsom? Apply today and let us help you take the next step in your career. At Financial Divisions, we’ve worked with this client for years and have built a great relationship with the team and would love to introduce you, contact Laura at Financial Divisions