Senior Wealth Planning Administrator

  • Location

    Shepperton, Surrey

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £30000 - £40000 per annum

  • Contact:

    Michael Groves

  • Contact email:

  • Job ref:


  • Published:

    5 months ago

  • Expiry date:


  • Consultant:


MB Fitzgerald are currently working with one of the UK's leading firm on Financial Planners who have a requirement for a very experienced Financial Planning Support Administrator to join their team in Shepperton, Surrey.
This role will be working on a one to one basis with one of the company's Directors, one of the most successful Financial Planners in the UK. You will have a really varied role, working in detail with products such as SIPP's, SSAS's, IHT, offshore investments, QROPS etc as well as the usual Pension, Investment and Protection business.

As well as the technical Administration duties, candidates will also have a lot of exposure to clients, acting as a day to day first point of contact for all client queries. For this reason, candidates must be personable and MUST have excellent written and verbal communication skills. You will need to be able to build lasting client relationships as your contact with the client will be just as important as the Financial Planner's.

As the role requires such an experienced candidate, the client is willing to pay a very generous salary alongside an excellent Benefits and Bonus package. Candidates must have a minimum of 4 years' experience in Financial Planning Administration. You will be supported with studies towards the Diploma Financial Planning and beyond, as well as opportunities to progress within the business in a Technical or managerial capacity.