Financial Administrator

BRAND NEW VACANCIES FOR SURREY BASED IFA ADMINISTRATORS

Three key clients of mine, all financial planning businesses based in Surrey are all recruiting. I have met all these clients on numerous occasions and placed several staff within their businesses.

IFA Financial Administrator - Guildford/Godalming Offices

• Supporting 3 Established Advisers
• £300m AUM business
• Whole of market financial advice firm
• £35,000 plus bonuses
• Conducting end to end administration
• Knowledge of Intelligent Office is advantageous
• 25 days holiday plus bank holidays
• Pension Scheme
• Death in Service Benefit
• Income Protection
• Flexi hours working arrangement is available
• Private Medical Cover
• Free parking

Financial Planning Administrator - Leatherhead Offices

• Chartered Financial Advice Firm
• Supporting Operations Manager and Paraplanners
• Working with 250 families
• £600k - £8m of invested assets per family
• Whole of market financial advice
• £34,000 basic salary plus benefits
• 25 days of holiday plus bank holidays
• Pension Scheme
• Critical illness cover
• Death in Service cover
• Income protection
• Free parking

Senior Financial Administrator - Esher/Kingston Offices

• Chartered IFA firm
• Working on a 1-2-1 basis with a Chartered Adviser
• Whole of market financial advice firm with 500 clients
• £250k - £10m of invested assets per client
• Up to £40,000 basic salary plus bonuses
• 23 days annual leave, rising with service
• Life Cover
• Income protection
• Health Insurance
• Free parking

If either of these are of interest, please do reach out for a confidential discussion.