Financial Planning Administrator

Eden Rose; Godalming; On-site; GBP 27,000 - 37,000; Full time

Job summary

A well-established Financial Planning firm in Godalming is seeking an experienced IFA Administrator to join its Client Support team. This office-based role offers a salary of £27,000 - £37,000, excellent training, and genuine career development opportunities. The successful candidate will manage the client lifecycle and ensure a seamless client experience. The company provides various benefits including private medical insurance, life assurance, and enhanced maternity/paternity pay.

Benefits

Free parking

Private Medical Insurance (Bupa)

Life Assurance (3x salary)

Aegon pension (5% employer contribution)

25 days holiday + holiday purchase scheme

Full exam support

Enhanced maternity / paternity pay

Supportive team culture

Qualifications

• At least 1 year's experience in financial services administration.
• Knowledge of Intelligent Office (IO) is advantageous.

Responsibilities

• Manage the client lifecycle from start to finish.
• Ensure a seamless client experience and support the advice team.

Skills

Financial services administration

Client management

Collaboration

Tools

Intelligent Office (IO)

Job description

IFA Administrator - Godalming

£27,000 - £37,000

A well-established Financial Planning firm in Godalming is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment.

The role is fully office based (with the occasional remote day), offering excellent training, exam support, and genuine career development opportunities.

As an Administrator, you will play a key role in managing the client lifecycle from start to finish, ensuring a seamless client experience and supporting the advice team.

Benefits

• Salary up to £35,000
• Free parking
• Private Medical Insurance (Bupa)
• Life Assurance (3x salary)
• Aegon pension (5% employer contribution, option to invest in company CIP)
• 25 days holiday + holiday purchase scheme (buy / sell up to 5 days)
• Full exam support
• Enhanced maternity / paternity pay
• Office-based role with supportive team culture
• Occasional day of work from home if needed

To be considered for this IFA Admin position :

• At least 1 year’s experience in financial services administration
• Knowledge of Intelligent Office (IO) is advantageous
• ...