Financial Planning Administrator (route to paraplanner) £30k - £35k plus bonuses Near Guildford (Surrey) Working with HNW & UHNW clients My client is a wealth planning practice based outside Guildford who have been operating for 30+ years. I have met the Directors and been to their offices and placed 7 staff into the business. They have an excellent reputation providing very solid financial advice to both private and corporate clients who lives in London, Kent, Surrey, Sussex & Hampshire. They have a large book of business who are City professionals, families, retirees, and business owners with a minimum of £500k to invest with their top customer holding £3m+ to invest.The Managing Director is seeking to recruit a brand new Financial Administrator. Typical duties will include writing letter of authority and valuation, speaking to customers on the phone, scheduling client reviews and preparing documentation for any reviews/meetings, collecting data from product providers, process and submit new business to providers and ensure applications are completed accurately. Ensure agreements, including fee schedules, are in place and signed, documented, and saved and that all records are up to date, amongst others. Full training will be provided. A broad range of experience and knowledge across a variety of financial products will be advantageous (Pensions, Investments, Protections...