Financial Administrator Leatherhead / Fetcham, Surrey £35,000 + Benefits
Boutique Wealth Planning Firm HNW and Expat Clients Flexible WorkingA 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 advisersProcess new business and manage ongoing client administration efficiently and accuratelyHandle a varied caseload spanning pensions, investments, tax planning, and esoteric schemesSupport the management of complex client affairs, including multi-jurisdictional cases where relevantEnsure all administration is handled to the highest professional standards throughoutSolid experience within a financial planning or IFA practice - essentialStrong working knowledge of pensions, investments, ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!