Financial Planning Administrator - Boutique Wealth Planning Firm
Location: Epsom/Ewell, Surrey
Salary: £30,000 - £40,000 basic + equity stake + benefits
Experience: Around 2 years in financial services Progression: Route to paraplanning, or grow as a career administrator
It's not often an administrator role comes with an equity stake in the business - so this one's worth a proper look.
My client is a boutique wealth planning firm in Epsom that's been quietly doing things well for many years. They provide whole-of-market advice to an interesting mix of private clients - City professionals, families, business owners, retirees and accumulators from the creative industries - many of them HNW with over £1m to invest. It's a small, close-knit setup: two established advisers and a support team who keep everything running smoothly, and they've built a genuinely excellent reputation off the back of it.
The role
This is a chance to work side by side with the Managing Director, supporting his 120 clients who hold anywhere from £300k to £2.5m in invested assets. You'll handle the administration end to end, pick up some basic paraplanning, and - importantly - be the main point of contact for his clients, so you'll get to know them properly rather than just processing their paperwork.
Day to day that means client servicing, onboarding new business, preparing annual reviews, and generally mucking in wherever you're needed. It's a small business, and that's the appeal: you'll see how the whole thing works, not just one corner of it.
About you
You'll have around two years' experience in a financial planning or wealth management environment, and ideally some familiarity with Intelligent Office and Voyant cashflow modelling - though attitude and willingness to get stuck in count for a lot here.
Whether you see your future in paraplanning or as a brilliant career administrator, this firm will back you either way - and the equity stake means you'll share in the success you help create.
Sound like you? Get in touch with Jo at Financial Divisions - I'm happy to tell you more about this role or anything else I'm working on.