Job Description
* Senior Administrator/Practice Manager (SJP experienced required)
* Work on a 1-2-1 basis with the Managing Director
* Offices near Sutton (Surrey)
* £35k - £40k basic salary plus bonus
My client are a boutique wealth planning firm with offices near Sutton (Surrey) who offer financial advice to high income accumulators, local families and SME owners based across London, Surrey and Sussex. In their current setup they manage the affairs of 160 clients giving advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc.
The Managing Director is creating a brand-new role for an experienced Financial Administrator with SJP experience who will be responsible for conducting end to end administration and supporting the Managing Director on a 1-2-1 basis with all his affairs. You will be compiling very basic suitability letters and pre-meeting documentation, onboarding new clients, updating the CRM system and ensuring a smooth back office function. This role is suitable for a candidate with at least 1 year of wealth management administration experience within SJP.
If this role sounds of interest or any other roles I am working on please get in touch.