Administration Manager - £35k - £40k + bonus, Full study support - Dorking

Administration Manager - £35k - £40k + bonus, Full study support - Dorking

My client is a wealth planning firm in Leatherhead/Dorking who I have met and placed 2 staff with. They offer financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Surrey and London, however they do have client based abroad. Some of their clients have been with the business for over 10 years and they have built genuine relationships which go beyond just managing their financial affairs. They manage the affairs of over 300 client families in their current setup with £1m of assets to invest per client on average. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). Their highest net worth clients with over £2m to invest do get involved more complex products and wealth structuring. The Advisers are supported by a highly experienced team of Administrators & Paraplanners who report into a dedicated Office Manager/Operations Manager. They are pushing the business forward in a positive fashion with big expansion plans over the next 5 years, but this will be gone organically as opposed to any Private Equity support or from a national consolidator.

The Managing Director is creating a brand-new role for an Administration Manager who will be charged with managing the entire Investment administration process. The role will be suitable for an experienced individual who has worked within a financial planning or investment based business and can take ownership of all the back office systems and investment platforms and be the go to person for all portfolio administration. You must have good Excel skills and be process driven as this will be key for the role. Knowledge of a range of investment products will be advantageous.

• Salary: £35k - £40k + bonuses
• Full study support towards level 4 diploma
• Benefits: pension, death in service cover and PMI
• 25 days holiday + bank holidays

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