Job Details

Our client is a wealth management IFA practice that has developed close links with a number of professional connections including one of the largest chartered accountancy practices in the South of England. They are currently seeking to recruit an Employee Benefits Administrator to their New Malden office.

Enjoying an outstanding reputation for high quality advice with both corporate clients and HNW individuals, this established firm offers candidates the opportunity to gain invaluable experience of complex cases and a genuine ‘wealth management’ service. Dealing with the full suite of financial planning products, this position entails working very closely with the wealth managers, processing new business, administering portfolios, providing valuations and liaising with clients and providers.
Providing the security of a large organisation along with the culture of a regional practice, the firm has developed an attractive working environment in which hard working individuals can truly feel part of their overall achievements.

Successful applicants will have prior experience of Employee Benefits within an independent environment, and though non-essential, progression with advanced qualifications will be viewed favourably. In return the role offers a competitive basic salary and benefits package to attract the highest quality candidates.

Applicants will be working towards gaining the Diploma in Financial Planning and will have a sound understanding of financial planning products.

For further information and a confidential discussion about this position, please contact Leanne Fairhurst on 0161 973 6900 or e-mail recruit@exchange-street.co.uk.