- Financial Administrator
- Work with 2 high billing advisers
- Offices in Fetcham/Leatherhead (Surrey)
- £30k - £32k basic salary plus benefits
- Office based to begin with then lots of flexible working
My client are a boutique wealth planning firm with offices in Leatherhead who offer financial advice to HNW retirees, accumulators, local families and SME owners based across the UK, USA and Europe. They deal with lots of HNW expat clients with complex multi-jurisdictional affairs. In their current setup they manage the affairs of clients with assets ranging greatly from basic cases of £200k up to multiple millions to invest.
The Directors are seeking an experienced Financial Administrator to work with 2 Advisers. You will have good experience within a financial planning practice and be familiar with conducting end to end administration for existing clients and processing any new business the Directors write. Experience with expat clients is not essential, but it would be very advantageous. Full training will be provided and an induction to get you up and running. Good knowledge of pensions, investments, tax planning and esoteric schemes will be crucial.
If this role sounds of interest or any other roles I am working on please get in touch.
Vacancy posted 6 days ago
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