Financial Administrator – End-to-End Pensions & Investments

Confidential; Godalming; Hybrid; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Bonus

Study support

Accessible parking

Job summary

Confidential is a well-established Independent Financial Advisor based in Godalming seeking a Financial Administrator to support end-to-end processing of new business and ongoing client administration across pensions, investments, tax planning, retirement planning and IHT.

The role offers study support for exams, accessible parking, and close collaboration with paraplanners and experienced advisers. Four days in the office per week.

Qualifications

• End-to-end admin experience across pensions, investments and tax planning.
• Strong organisational skills and ability to manage multiple clients.
• Experience supporting advisers/back-office in an IFA environment.

Responsibilities

• Process end-to-end new business and existing client administration.
• Support pensions, investments, tax planning, retirement planning and IHT work.
• Collaborate with paraplanners and advisers to ensure smooth back-office operations.

Skills

End-to-end administration

Pensions administration

Investment administration

Customer service

Job description

Confidential is a well-established Independent Financial Advisor based in Godalming seeking a Financial Administrator to support end-to-end processing of new business and ongoing client administration across pensions, investments, tax planning, retirement planning and IHT.

The role offers study support for exams, accessible parking, and close collaboration with paraplanners and experienced advisers. Four days in the office per week.