Financial Administrator

Senior Financial Planning Administrator vacancy Up to £40,000 basic salary Near Fleet (Hampshire) Competitive salary, 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 and 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 support team comprises of experienced Administrators and Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. The Managing Director requires an experienced Financial Planning Administrator with 3+ years of administration experience who will work amongst a team of 5 other Administrators of varying abilities and levels of experience. You will report into a dedicated Admin ..... full job details .....