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

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

Job summary

An established industry player seeks an experienced Financial Administrator to join their dynamic team. This office-based role involves supporting high-net-worth clients by managing documentation, communicating effectively, and ensuring accurate records. With a commitment to staff wellbeing, the firm offers extensive training and support for professional development. Enjoy a comprehensive benefits package, including generous holiday allowances and private medical cover, while contributing to a respected practice known for its excellence in financial advice. If you're passionate about finance and client service, this opportunity is perfect for you.

Benefits

25 days holiday

DIS benefit

Private Medical Cover

Qualifications

• Experience in financial administration is advantageous.
• Support for exams will be provided if you are studying.

Responsibilities

• Writing letters of authority and valuations.
• Communicating with clients and scheduling reviews.
• Processing and submitting new business applications.

Skills

Client Communication

Financial Products Knowledge

Data Collection

Documentation Preparation

Education

Flexible Qualifications

Tools

Intelligent Office CRM

Job description

Job Title: Financial Administrator

Private Wealth Management

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

Client Profile

Working with HNW & UHNW clients

About the Client

My client is a wealth planning practice based outside Guildford with over 15 years of operation. I have successfully placed 5 staff members here. They have a solid reputation for providing financial advice to private and corporate clients across Surrey, Sussex, and Hampshire. Their client portfolio includes city professionals, families, retirees, and business owners with investments ranging from £500k to over £20m, managing nearly £300m AUM. The firm employs Chartered Advisers along with a full administrative and paraplanning team.

Role Overview

The Managing Director is seeking an experienced Financial Administrator. Key responsibilities include:

1. Writing letters of authority and valuations
2. Communicating with clients via phone
3. Scheduling reviews and preparing related documentation
4. Collecting data from product providers
5. Processing and submitting new business applications
6. Ensuring all agreements and records are accurate, signed, and up-to-date

Full training will be provided. Experience across financial products such as Pensions, Investments, and Protections is advantageous. Knowledge of Intelligent Office CRM would be highly beneficial. The role is office-based. Qualifications are flexible; support for exams will be provided if you are studying. The team values staff wellbeing, rapport, and regularly organizes socials and trips.

Compensation and Benefits

The salary range is £30,000 - £40,000, negotiable for the right candidate, with an attractive benefits package including 25 days holiday, DIS, and private medical cover.

How to Apply

If you're interested in this role or other opportunities, please contact Samantha at Financial Divisions.