About this role
Financial Planning Administrator - Putney/Wandsworth (London) - Up to £32k
A key client of mine who I have worked with for 3+ years and forward thinking boutique IFA firm with a very healthy client bank of clients based primarily in London with £1m of invested assets on average. They are seeking to recruit a new Financial Planning Administrator with ideally 1 year of experience.
- £30k - £32k basic salary plus bonuses and outstanding benefits
- 28 days annual leave, Death in Service and PMI cover
- Generous pension contribution scheme
- London offices - Near Putney/Wandsworth
- 3 days per week in the office
- Supporting a team of established Financial Advisers
- Whole of market financial advice to private and corporate clients
- Business mix: pensions, investments, retirement planning, business exits
- Cashflow modelling, IHT planning, Trusts etc.
- Clients are retirees, SME owners, Creatives and City professionals
- Clients invested assets range from £250k - £5m invested
- Average client has £1m invested
- Pooled administration team
For more details - contact Peter at Financial Divisions