Senior Financial Planning Administrator
3 weeks ago
**Senior Financial Planning Administrator - IFA Firm with HNW clients - £30k - £35k - Cobham (Surrey) + Bonus + Full Study Support Package**
My client is a wealth planning practice based near Cobham who have been operating for 20+ years. They have an excellent reputation providing very solid financial advice to private clients who are City professionals, families, business owners retirees and accumulators.Many of their clients fall into the HNW category with multiple millions of assets to invest. This business has a team of 4 Advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients.Due to an increase in incoming business and their current clients requiring more regular reviews, a vacancy has come available for a brand-new Senior Financial Administrator.
The role will be office based. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and tripsaway as well as supporting. Cultural fit will be very important to my client. My client are looking to offer circa £30k - £35k basic salary plus a comprehensive study support package and bonus.
If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you.
If this role sounds of interest or any other roles I am working on please get in touch. Contact Peter Fozard at Financial Divisions.
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Assistant Financial Accountant
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Administrator
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School Office Manager
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School Office Manager
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Hybrid Paraplanner
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Business Support Coordinator
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Business Support Coordinator
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Admin Assistant
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Cover Supervisor
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Cover Supervisor
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Area Manager Holidays
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School Office Manager
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Travel Branch Manager
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Shift Maintenance Technician
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Assistant Manager
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