Financial Planning Administrator, Godalming/Guildford (Surrey), £30k - £40k plus bonuses

ZipRecruiter; Godalming; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading wealth planning practice is seeking an experienced Financial Administrator to support HNW & UHNW clients. This role involves client communication, documentation preparation, and collaboration with a dedicated team. With an emphasis on staff wellbeing and a supportive environment, the practice offers attractive benefits including 25 days holiday and private medical cover.

Benefits

25 days holiday

Private Medical Cover

DIS benefit

Qualifications

• Broad experience across various financial products is advantageous.
• Knowledge of Intelligent Office CRM is highly beneficial.
• Experience is prioritized over formal qualifications.

Responsibilities

• Writing letter of authority and valuation.
• Scheduling client reviews and preparing documentation.
• Collecting data from product providers and processing new business.

Skills

Client communication

Data collection

Documentation preparation

Knowledge of financial products

Tools

Intelligent Office CRM

Job description

Job Description

Private Wealth Management

25 days holiday + bank holidays, DIS benefit, Private Medical Cover

Working with HNW & UHNW clients

My client is a wealth planning practice based outside Guildford who have been operating for 15+ years and I have placed 5 members of staff into the business. They have an excellent reputation providing very solid financial advice to both private and corporate clients who lives in Surrey, Sussex & Hampshire. They have a large book of business (close to £300m AUM) who are City professionals, families, retirees, and business owners with £500k to invest with their top customer holding £20m+ to invest. This boutique firm has a team of Chartered Advisers and a full administrative and paraplanning team.

The Managing Director is seeking a brand new experienced Financial Administrator. Typical duties will include writing letter of authority and valuation, speaking to customers on the phone, scheduling client reviews and preparing documentation for any reviews/meetings, collecting data from product providers, process and submit new business to providers and ensure applications are completed accurately. Ensure agreements, including schedules, are in place and signed, documented, and saved and that all records are up to date, amongst others. Full training will be provided. A broad range of experience and knowledge across a variety of financial products will be advantageous (Pensions, Investments, Protections etc.) Knowledge of Intelligent Office CRM would be highly advantageous. The role will be office based. If you are sitting any exams then the Directors will support you with your studies but what qualifications you have is not a deal breaker, experience rather than exams is more important. The management team place a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away as well as supporting.

The MD is looking to offer £30k - £40k basic salary, possibly more for the right candidate with an attractive benefits package including 25 days holiday, DIS and private medical cover. If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you.If this role sounds of interest or any other roles I am working on please get in touch with Samantha at Financial Divisions.