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.