Financial Planning Administrator

A long standing partner; Godalming; On-site; GBP 34,000 - 42,000; Full time

Benefits offered by this job

Pension scheme

Death in Service

Income protection

25 days annual leave

Job summary

A well-established financial planning business in Godalming is seeking an experienced Client Services Administrator to join their team and provide dedicated administrative and client servicing support. The role involves preparing packs, quotes, and ensuring accurate client records while working with senior advisers.

The candidate should have strong experience in financial services administration, wealth management or financial planning, with a focus on high-level client service and organisation.

Qualifications

• Experience in financial services administration noted.
• Familiarity with FCA-regulated environments desirable.

Responsibilities

• Preparing new business and client review packs
• Preparing protection quotes
• Managing Letters of Authority and provider requests
• Producing year-end tax packs and Annual Service Reviews
• Recording and progressing new business
• Managing follow-up tasks and queries through iO
• Following up outstanding fees and commission
• Maintaining accurate and up-to-date client files
• Dealing with client enquiries and general administration

Skills

Financial services admin

Client contact

Attention to detail

Strong communicator

Tools

Intelliflo iO

Job description

Up to £38,000 + quarterly bonus
We're working with a well-established financial Planning business in Godalming who are looking for an experienced Client Services Administrator to join their friendly, hardworking team.

This is a great opportunity for someone with a strong background in financial services, wealth management or financial planning administration who enjoys client contact and providing a high level of service.

You'll provide dedicated administrative and client servicing support, working closely with senior advisers and the wider administration team.
Responsibilities will include:

• Preparing new business and client review packs
• Preparing protection quotes
• Managing Letters of Authority and provider requests
• Producing year-end tax packs and Annual Service Reviews
• Recording and progressing new business
• Managing follow-up tasks and queries through iO
• Following up outstanding fees and commission
• Maintaining accurate and up-to-date client files
• Dealing with client enquiries and general administration

About You

We're looking for someone with experience in financial services administration, ideally within financial planning, wealth management or an IFA environment. You'll be:

• Highly organised with excellent attention to detail
• Confident and professional when dealing with clients
• Comfortable managing multiple priorities and deadlines
• Familiar with FCA-regulated environments and confidential client data
• A strong communicator and team player

Intelliflo iO experience is highly desirable but not essential.

What's on offer?

• Up to £38,000 salary
• Quarterly bonus based on company performance and individual KPIs
• 25 days annual leave + bank holidays
• Pension scheme
• Death in Service
• Income protection
• Friendly, close-knit team environment

If you're an experienced Financial Services Administrator looking for a client-focused role within a supportive team, we'd love to hear from you.

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