Financial Planning Administrator (part-time - 3 days per week) - Up to £35k (pro-rata)

ZipRecruiter; Horsham; On-site; GBP 28,000 - 35,000; Part time

Job summary

A boutique independent Chartered wealth planning firm near Horsham is seeking a part-time Financial Planning Administrator. The role includes key administrative functions and client support within the business. Extensive training and development opportunities will be provided, making it suitable for individuals with a background in wealth management administration.

Benefits

23 days holiday + bank holidays

Birthday off work

Full study support for industry exams

Full training and onboarding

Qualifications

• At least 1 year of wealth management administration experience.
• Team fit is crucial for this role.

Responsibilities

• Conducting end-to-end administration and supporting back-office functions.
• Processing new business and ongoing client servicing.
• Preparing meeting packs and dealing with incoming queries.

Skills

Administration

Client servicing

Communication

Job description

Job Description

• Financial Planning Administrator (part-time - 3 days per week)
• Offices near Horsham (Sussex)
• Boutique IFA with 400 clients
• Up to £35k basic salary (pro-rata) plus discretionary bonus

My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years.

The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner . They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system.

The Directors are creating a brand-new role for a Financial Administrator to work on a part-time basis (2 or 3 days per week) who will be responsible for conducting end to end administration and supporting with the entire back-office function within the business. Duties will include but are not limited to: processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, general office administration, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 1 year of wealth management administration experience, ideally 2+ years, but team fit will be crucial for this role. Full training will be provided and an induction to get you up and running.

• Salary: c.£35k (pro-rata)
• Full training and onboarding
• 23 days holiday + bank holidays
• Your Birthday off work
• Full study support for industry exams

If this role sounds of interest or any other roles I am working on please get in touch.