Senior Wealth Planning Administrator

  • Location

    Shepperton, Surrey

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £30000 - £38000 per annum

  • Contact:

    Michael Groves

  • Contact email:

    mgroves@mbfitzgerald.co.uk

  • Job ref:

    BBBH2718_1609929188

  • Published:

    20 days ago

  • Expiry date:

    2021-02-05

  • Consultant:

    Michael Groves

A highly respected wealth manager with a national presence currently have a requirement for a Senior Wealth Planning Administrator to work on a 121 basis alongside a Wealth Planning Director.

My client provides individual advice to HNW private clients working on a model based on fee income and client servicing. They have built a reputation for delivering efficient service and high quality advice to a wide range of clients across the full remit of investments, retirement planning and tax.They are now looking to recruit a senior member of staff to join the team to ensure the provision of the highest quality administration support to the sales function and company's clients.

Applicants must be highly organised with operational experience within a Life and Pensions environment with exposure to HNW Private Clients, compliance and technical work. Ideally three years IFA support experience along with CertPFS.

An excellent opportunity for a responsible individual to join a well established team offering stability and an excellent working environment.