Financial Administrator - Teddington (Surrey) - £30k - £45k + bonuses - mix of office based and WFH

Job Location	Teddington
Education	Not Mentioned
Salary	£30,000 - £45,000 per annum, negotiable, inc benef
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time

Job Description

Financial Administrator - IFA Firm - Teddington (Surrey) - £30k - £45k + bonuses - mix of office based and WFHMy client is a Chartered boutique Independent Financial Advice firm with a presence across the Surrey area whom I have placed staff within the past year. I have worked closely with the hiring managers over the past 12 months and seen them grow their businessorganically via recommendation and referral. They have a truly holistic approach to their advice offering and they get to know their clients (who are all local people) really well and on both a professional and personal level and get involved in local communityevents. The most loyal clients have been taking advice from them for over 15 years. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Retirement Planning, Trusts, Mortgages and some Protections for cases with between £500k - £5mof investable assets who are primarily families, retirees and some small business owners.The Directors are creating a brand-new role within the business for an established Financial Administrator. The role will be office based with the occasional working from home. You will be supporting 3 advisers in the business alongside another administratorand a separate mortgage team. You will have knowledge of a variety of provider platforms and be familiar with the end-to-end administrative process.You will be drafting LOA’s, LOV’s, speaking to providers and being the first point of contact for all external stakeholders, managing diaries, managing the internal IT systems and all other admin support to ensure the smooth running of the admin team. Thisrole will be suitable for a Career Administrator however if you wish to undertake any studies or progress into a more advanced role then my client will offer study support and training. A very secure and rewarding role is on offer, with an excellent benefitspackage and bonus structure. You will receive a £30k - £42k basic salary depending on experience, but for an exceptional candidate they will pay up to £45k.If you are working within wealth management administration role, then the hiring managers would like to talk to you. If this role sounds of interest or any other administration roles I am working on please get in touch. For more details please contact PeterFozard at Financial Divisions

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