Job Description
Wealth Planning/Financial Advice Business
Our client is a financial advice business who have been operating for 15 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire. The business has c.20 Advisers and 30+ staff overall who work with retirees, City professionals, families with varying levels of assets.
A vacancy has been created within the business for Financial Administrator due to one of the team being promoted internally. The role will suit an experienced Financial Administrator with at least 2 years of administration experience who is well versed on end-to-end admin in a wealth planning firm. However if you aspire to step into a more technical role in good time then the Directors are happy to support you with this. The role will be based in the office near Basingstoke during your induction and onboarding then you will be allowed to work from home. You will be allocated a selection of Advisers to support and administer on their behalf end to end administrative support. Your duties will include but are not limited to: drafting LOA's, LOV's, creating meeting packs, answering client queries, speaking to providers and other stakeholders, updating the internal CRM and any other ad hoc administrative tasks to help the smooth flow of the support function within the business. A very secure and rewarding role is on offer with an excellent benefits package. The Directors are looking to offer between £30k - £33k basic salary depending on your experience levels.
If this role sounds of interest or any other roles I am working on please get in touch. For more details please contact Sam Negbenebor at Financial Division.