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An exciting opportunity has arisen for an experienced Career Financial Administrator to join a prestigious wealth management firm based near Leatherhead, Surrey. This Chartered independent firm provides comprehensive financial advice to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, managing assets ranging from £600k to £8m. They offer a full range of services including pensions, investments, tax planning, retirement planning, cashflow modelling, and protections.
The firm has built long-standing relationships with clients and is deeply involved in community events and charitable causes, maintaining an excellent reputation for customer satisfaction and client retention. The support team includes experienced administrators and paraplanners, all of whom are encouraged to develop professionally through ongoing CPD and industry exams. The company prides itself on its smooth operations, with dedicated professionals overseeing all back-office functions.
The Managing Director is now creating a brand-new role for a Financial Administrator to handle end-to-end administration and provide full back-office support to the team. This position is ideal for an individual with experience in wealth management and financial planning who is not looking to progress into paraplanning or advising. Knowledge of Intelligent Office and Voyant is highly desirable.
This role offers a competitive salary of £30k to £40k, dependent on experience, alongside an attractive benefits package and generous holiday allowance. You will report to a dedicated Operations Manager, ensuring a smooth and efficient work environment.
If this opportunity sounds of interest, or you would like to explore other roles I am working on, please get in touch with Joanna at FD.