SJP Financial Administrator

• Financial Administrator
• Offices in Horsham (Sussex)
• £30k - £38k basic salary plus bonus
• Lots of flexible working is available after onboarding

My client are a boutique wealth planning firm with offices in Horsham who I have placed 2 staff with. They offer financial advice to HNW retirees, accumulators, local families and SME owners based across Hampshire, Surrey and Sussex. In their current setup they manage the affairs of clients with assets ranging greatly from basic cases of £100k up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 10 years.

The business has grown organically since its inception a team of established Advisers and a full team of support staff including administrators, paraplanners and operations staff. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of AI software's and analytical tools including FE Analytics and Voyant for cashflow modelling

The Directors are creating a brand-new role for a Technical Administrator/Financial Administrator who will be responsible for conducting end to end financial administration and supporting the team of advisers with new and existing business. The business is very busy with its financial planning and mortgage teams crossing over recommendations and referrals for new business so they need a steady pair of hands who can be trusted to help with a busy team. Full training will be provided and an induction to get you up and running.

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