Financial Administrator | Leatherhead / Fetcham, Surrey | £35,000 + Benefits
other jobs Financial Divisions
Added before 9 Days
- England,South East,Surrey
- Full Time, Permanent
- £30,000 - £35,000 per annum
Job Description:
Full job descriptionBoutique Wealth Planning Firm | HNW & Expat Clients | Flexible Working
A well-established boutique wealth planning firm based in Leatherhead is seeking an experienced Financial Administrator to join their close-knit team, working directly alongside two high-billing advisers.
This is a fantastic opportunity for a technically capable administrator who wants to work in a genuinely interesting and varied environment — supporting complex, high-quality client cases across pensions, investments, tax planning, and esoteric schemes.
This is a specialist firm with a broad and sophisticated client base, including HNW retirees, accumulators, local families, and SME owners based across the UK, Europe, and the USA. They have a particular strength in serving high-net-worth expat clients with complex, multi-jurisdictional financial affairs. Client portfolios range from £200,000 through to multiple millions — so no two cases are the same.
Provide end-to-end financial administration support to two established advisers
Process new business and manage ongoing client administration efficiently and accurately
Handle a varied caseload spanning pensions, investments, tax planning, and esoteric schemes
Support the management of complex client affairs, including multi-jurisdictional cases where relevant
Ensure all administration is handled to the highest professional standards throughout
Solid experience within a financial planning or IFA practice — essential
Strong working knowledge of pensions, investments, tax planning, and esoteric schemes
Experience with expat or multi-jurisdictional clients is highly advantageous, though full training will be provided
Highly organised, detail-oriented, and able to manage a varied and demanding workload
A professional, proactive approach with strong communication skills
Basic salary of £35,000
Competitive benefits package
Office-based initially, with a move to flexible and hybrid working over time
Full induction and training provided, including on expat and cross-border client matters
The chance to work within a specialist, high-quality firm handling genuinely complex and interesting cases
If this role sounds of interest, or you would like to hear about other opportunities I am currently working on, please get in touch in confidence.
Contact Joanna Clark at Financial Divisions.
A well-established boutique wealth planning firm based in Leatherhead is seeking an experienced Financial Administrator to join their close-knit team, working directly alongside two high-billing advisers.
This is a fantastic opportunity for a technically capable administrator who wants to work in a genuinely interesting and varied environment — supporting complex, high-quality client cases across pensions, investments, tax planning, and esoteric schemes.
This is a specialist firm with a broad and sophisticated client base, including HNW retirees, accumulators, local families, and SME owners based across the UK, Europe, and the USA. They have a particular strength in serving high-net-worth expat clients with complex, multi-jurisdictional financial affairs. Client portfolios range from £200,000 through to multiple millions — so no two cases are the same.
Provide end-to-end financial administration support to two established advisers
Process new business and manage ongoing client administration efficiently and accurately
Handle a varied caseload spanning pensions, investments, tax planning, and esoteric schemes
Support the management of complex client affairs, including multi-jurisdictional cases where relevant
Ensure all administration is handled to the highest professional standards throughout
Solid experience within a financial planning or IFA practice — essential
Strong working knowledge of pensions, investments, tax planning, and esoteric schemes
Experience with expat or multi-jurisdictional clients is highly advantageous, though full training will be provided
Highly organised, detail-oriented, and able to manage a varied and demanding workload
A professional, proactive approach with strong communication skills
Basic salary of £35,000
Competitive benefits package
Office-based initially, with a move to flexible and hybrid working over time
Full induction and training provided, including on expat and cross-border client matters
The chance to work within a specialist, high-quality firm handling genuinely complex and interesting cases
If this role sounds of interest, or you would like to hear about other opportunities I am currently working on, please get in touch in confidence.
Contact Joanna Clark at Financial Divisions.
Job number 3780168
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
Company Details:
Financial Divisions
As a consultancy, we look after our candidates and offer a bespoke approach which makes us distinctive in today?s market-place.
We are interested in ...