Recruiting now
| Posted: | 29/05/26 | |
| Recruiter: | Financial Divisions | |
| Reference: | 3114628476 | |
| Type: | Permanent | |
| Salary: | £30,000 - £35,000 Annual | |
| Location: | Surrey | |
| Description: | Boutique Wealth Planning Firm HNW & Expat Clients Flexible Working A well-established boutique wealth planning firm based in Leatherhead is seeking an experienced Financial Administrator to join their close-knit team, working directly alongside two high-billing advisers. This is a fantastic opportunity for a technically capable administrator who wants to work in a genuinely interesting and varied environment - supporting complex, high-quality client cases across pensions, investments, tax planning, and esoteric schemes. This is a specialist firm with a broad and sophisticated client base, including HNW retirees, accumulators, local families, and SME owners based across the UK, Europe, and the USA. They have a particular strength in serving high-net-worth expat clients with complex, multi-jurisdictional financial affairs. Client portfolios range from £200,000 through to multiple millions - so no two cases are the same. Provide end-to-end financial administration support to two established advisers Process new business and manage ongoing client administration efficiently and accurately Handle a varied caseload spanning pensions, investments, tax planning, and esoteric schemes Support the management of complex client affairs, including multi-jurisdictional cases where relevant Ensure all administration is handled to the highest professional standards throughout Solid experience within a financial planning or IFA practice - essential Strong working knowledge of pensions, investments, tax planning, and esoteric schemes Experience with expat or multi-jurisdictional clients is highly advantageous, though full training will be provided Highly organised, detail-oriented, and able to manage a varied and demanding workload A professional, proactive approach with strong communication skills Basic salary of £35,000 Competitive benefits package Office-based initially, with a move to flexible and hybrid working over time Full induction and training provided, including on expat and cross-border client matters The chance to work within a specialist, high-quality firm handling genuinely complex and interesting cases If this role sounds of interest, or you would like to hear about other opportunities I am currently working on, please get in touch in confidence. Contact Joanna Clark at Financial Divisions. | |