An exciting opportunity awaits a motivated individual to join a reputable wealth planning firm in Leatherhead as an Investment Administrator
Our client is a well-established wealth planning firm catering to high-net-worth private clients, including retirees, accumulators, local families, and SME owners based in Surrey, London, and abroad. With a client base of over 200 families and an average of £1 million in assets per client, they have built genuine relationships that go beyond managing financial affairs.
The firm’s services encompass pensions, investments, tax planning, cash flow modelling, and personal and business protection. For clients with over £2 million in assets, they offer more complex products and wealth structuring solutions. A dedicated team of experienced Administrators and Paraplanners, supported by an Office Manager/Operations Manager, ensures seamless operations.
As the Investment Administrator, you will play a crucial role in supporting the team of Paraplanners and Financial Advisers. This position is ideal for recent graduates with a degree in Finance, Mathematics, Business, or a related field, with a keen interest in pursuing a career in investments. Alternatively, candidates with a few years of experience in investments and trade processing will also be considered.
The firm is committed to your professional development and will provide full training and study support towards obtaining your diploma and Chartered status. Additionally, you will enjoy a comprehensive benefits package, including a pension, death in service cover, private medical insurance, and 25 days of holiday (plus bank holidays).
If you are a driven individual seeking an exciting opportunity to kickstart your career in Financial Wealth Services, this role is perfect for you. Don’tmiss out on this chance to join a reputable wealth planning firm with ambitious expansion plans.
To apply or enquire about other roles we are working on, please contact Joanna Clark.