Financial Planning Administrator - Boutique Wealth Planning Firm, Epsom/Ewell, Surrey

Financial Planning Administrator - Boutique Wealth Planning FirmLocation: Epsom/Ewell, SurreySalary: £30,000 - £40,000 basic + equity stake + benefitsExperience: Around 2 years in financial services Progression: Route to paraplanning, or grow as a career administratorIt''s not often an administrator role comes with an equity stake in the business - so this one''s worth a proper look.My client is a boutique wealth planning firm in Epsom that''s been quietly doing things well for many years. They provide whole-of-market advice to an interesting mix of private clients - City professionals, families, business owners, retirees and accumulators from the creative industries - many of them HNW with over £1m to invest. It''s a small, close-knit setup: two established advisers and a support team who keep everything running smoothly, and they''ve built a genuinely excellent reputation off the back of it.The roleThis is a chance to work side by side with the Managing Director, supporting his 120 clients who hold anywhere from £300k to £2.5m in invested assets. You''ll handle the administration end to end, pick up some basic paraplanning, and - importantly - be the main point of contact for his clients, so you''ll get to know them properly rather than just processing their paperwork.Day to day that means client servicing, onboarding new business, preparing annual reviews, and generally mucking in wherever you''re needed. It''s a small business, and that''s the appeal: you''ll see how the ..... full job details .....