https://jobs.co.uk/job/financial-planning-administrator-boutique-wealth-planning-firm-epsomewell-surrey-financial-divisions--206fdd3a-ef72-484e-8f1f-f90e6a41c1d5 RSS feed for Financial Planning Administrator - Boutique Wealth Planning Firm, Epsom/Ewell, Surrey at Financial Divisions. en-gb Mon, 15 Jun 2026 16:51:17 GMT https://jobs.co.uk/job/financial-planning-administrator-boutique-wealth-planning-firm-epsomewell-surrey-financial-divisions--206fdd3a-ef72-484e-8f1f-f90e6a41c1d5 https://jobs.co.uk/job/financial-planning-administrator-boutique-wealth-planning-firm-epsomewell-surrey-financial-divisions--206fdd3a-ef72-484e-8f1f-f90e6a41c1d5 Mon, 15 Jun 2026 11:50:52 GMT Location: Epsom | Salary: 30000.00-30000.00 Annual | Type: Permanent | 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... Permanent