Financial Administrator

Financial Planning Administrator £35k - £38k plus bonuses Chartered IFA firm Godalming/Guildford (Surrey) 25 days holiday + bank holidays, DIS benefit, Private Medical Cover Working with HNW and UHNW clients My client is a wealth planning practice based outside Guildford who have been operating for 15+ years and I have placed 5 members of staff into the business. They have an excellent reputation providing very solid financial advice to both private and corporate clients who lives in Surrey, Sussex and Hampshire. They have a large book of business (close to £300m AUM) who are City professionals, families, retirees, and business owners with £500k to invest with their top client holding £20m+ to invest. This boutique firm has a team of Chartered Advisers and a full administrative and paraplanning team. The Managing Director is seeking a brand new experienced Financial Administrator. Typical duties will include writing letter of authority and valuation, speaking to customers on the phone, scheduling client reviews and preparing documentation for any reviews/meetings, collecting data from product providers, process and submit new business to providers and ensure applications are completed accurately. Ensure agreements, including fee schedules, are in place and signed, documented, and saved and that all records are up to date, amongst others. Full training will be provided. A broad range of experience and knowledge across a variety of financial products will be advantageous ..... full job details .....