Full job description£30,000 - £40,000 Basic Salary + Equity Stake + Benefits
Boutique Wealth Management Firm | Direct Mentorship from Managing Director | Route to Paraplanning or Senior Administration
A rare opportunity has arisen to join a highly regarded boutique wealth management firm based in Epsom. With an established reputation built over many years, this independent financial planning business provides holistic, whole-of-market advice to a loyal and affluent client base including City professionals, business owners, families, retirees and individuals from the creative industries.
Many of their clients hold investable assets exceeding £1 million and receive a highly personalised service. Due to continued growth, they are now seeking a Financial Planning Administrator to work directly alongside the Managing Director, becoming an integral part of the client journey and wider business.
This is an excellent opportunity for an experienced Financial Services Administrator looking to take ownership of client relationships, broaden their technical knowledge and potentially progress into paraplanning over time.
The Opportunity
Working on a one-to-one basis with the Managing Director, you will support approximately 120 clients with portfolios ranging from £300,000 to £2.5 million. You will become the primary point of contact for many clients and play a key role in ensuring a first-class service experience.
Your responsibilities will include:
• Managing end-to-end financial planning administration
• Processing new business applications and client onboarding
• Preparing documentation for annual reviews and client meetings
• Liaising with providers, platforms and clients on a daily basis
• Maintaining accurate client records and updating back-office systems
• Supporting basic paraplanning duties and suitability report preparation
• Assisting with cashflow modelling and client review work
• Helping to ensure smooth and efficient business operations across the practice
Requirements
• Minimum 2 years’ experience within a Financial Planning or Wealth Management Administration role
• Strong understanding of financial planning processes and client servicing
• Excellent organisational and communication skills
• Ability to work independently and take ownership of tasks
• Experience using Intelligent Office would be highly advantageous
• Exposure to Voyant cashflow modelling would be beneficial but not essential
• Ambition to develop within financial planning, whether through administration or paraplanning
What’s on Offer
• Salary of £30,000 - £40,000 depending on experience
• Equity stake opportunity within the business
• Direct mentoring and daily exposure to an experienced Managing Director
• Genuine long-term career progression
• Exposure to high-net-worth and sophisticated financial planning cases
• Friendly, collaborative and professional working environment
• Comprehensive benefits package
This is an excellent opportunity for a motivated Financial Planning Administrator seeking a more involved and rewarding role within a highly respected boutique financial planning firm.
To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions.