Full job descriptionFinancial Planning Administrator - Putney/Wandsworth (London) - Up to £32k
A key client of mine who I have worked with for 3+ years and forward thinking boutique IFA firm with a very healthy client bank of clients based primarily in London with £1m of invested assets on average. They are seeking to recruit a new Financial Planning Administrator with ideally 1 year of experience.
*£30k - £32k basic salary plus bonuses and outstanding benefits
*28 days annual leave, Death in Service and PMI cover
*Generous pension contribution scheme
*London offices - Near Putney/Wandsworth
*3 days per week in the office
*Supporting a team of established Financial Advisers
*Whole of market financial advice to private and corporate clients
*Business mix: pensions, investments, retirement planning, business exits
*Cashflow modelling, IHT planning, Trusts etc.
*Clients are retirees, SME owners, Creatives and City professionals
*Clients invested assets range from £250k - £5m invested
*Average client has £1m invested
*Pooled administration team
For more details - contact Peter at Financial Divisions