Full job description*Senior Financial Administrator
*City of London offices - 4 days in the office per week
*Support a high billing adviser on a 1-2-1 basis
*£40k - £43k basic salary plus benefits and bonuses
*25 days annual leave plus your birthday off
*DIS benefits, Holiday Purchase Scheme
My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years.
The Managing Director requires an experienced Senior Financial Administrator in their City of London office who will work on a 1-2-1 basis with a high billing adviser who manages over £100m AUM. The clients hold between £750k - £3m who are mainly retirees with simpler financial affairs (no VCT or EIS). Their needs cover pensions, investments, retirement planning and some IHT planning. A sound knowledge of the admin process across a wide range of areas is necessary. This is a career administrator role, so this role will not suit someone who aspires to be a paraplanner or adviser.
If this role sounds of interest or any other roles I am working on please get in touch.