Senior Financial Administrator - £35k basic salary plus bonuses and flexi-hours

• Senior Financial Administrator
• C.£35k basic salary plus bonus
• Near Guildford/Godalming
• Working with HNW & UHNW clients

My client is a wealth planning practice based outside Guildford who have been operating for 30+ years. I have met the Directors and been to their offices and placed 8 staff into the business. They have an excellent reputation providing very solid financial advice to both private and corporate clients who lives in London, Kent, Surrey, Sussex & Hampshire. They have a large book of business who are City professionals, families, retirees, and business owners with a minimum of £500k to invest with their top customer holding £3m+ to invest.

The Managing Director is seeking to recruit a brand new Financial Administrator. You will be supporting 3 established advisers on end to end administration including annual reviews, client servicing, and processing new business. A broad range of experience and knowledge across a variety of financial products will be helpful (Pensions, Investments, tax planning, Retirement Planning, Protections etc.) Knowledge of Intelligent Office would be highly advantageous. They use a variety of platforms including Elevate, Transact, Aberdeen, Quilter etc.

The role will be office based but they offer flexi hours. If you are sitting any exams then the Directors will support you with your studies. If you aspire to be a paraplanner or adviser then there is a route to this in the longer term. The MD is looking to offer c.£35k basic salary with an attractive benefits package including Death in service, Private Medical and Life Insurance. If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you.

If this role sounds of interest or any other roles I am working on please get in touch.