Full job description*Senior Financial Planning Administrator
*Offices in City of London
*£38k - £42k basic salary plus benefits package
*3 days in the office per week after training/onboarding
My client is an established wealth planning business with offices in the City of London who have been operating for many years with significant financial backing. I have met the Directors and placed close to 10 staff into the business including administrators, paraplanners, advisers and mortgage professionals. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators. Many of their clients fall into the HNW category with over £5m of assets to invest. This business has a team of c. 100 staff with 30+ Advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients.
A vacancy has come available for a very experienced Financial Administrator with 3+ years of experience in wealth management who can administer all the necessary client services and back-office work from start to finish. You will report into a Team Leader/Manager.
You will be fully office based to begin with then you can WFH 2 days per week. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies but this role will not suit someone who wises to progress to paraplanning or advising. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away. My client are looking to offer circa £38k - £42k basic salary plus a comprehensive study support package and benefits.
If this role sounds of interest or any other roles I am working on please get in touch. Contact Peter Fozard at Financial Divisions.