Financial Planning Administrator - Gomshall

Blakemore Recruitment; Guildford; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading Financial Planning firm is seeking a Financial Planning Administrator for their Gomshall office. The successful candidate will provide administrative support to financial advisers, ensuring high service levels and compliance. This role offers full training, career progression, and a comprehensive benefits package.

Qualifications

• Experience in administration required.
• Excellent communication skills (verbal and written) necessary.
• Proficiency in Word, Excel, and Outlook.

Responsibilities

• Support financial advisers with administrative tasks.
• Prepare client packs for reviews.
• Maintain client files and compliance.

Skills

Time management

Organization

Communication skills

Tools

Word

Excel

Outlook

Job description

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Financial Planning Administrator - Gomshall, Guildford

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Client:

Blakemore Recruitment

Location:

Guildford, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

341a78dabd3c

Job Views:

45

Posted:

24.06.2025

Expiry Date:

08.08.2025

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Job Description:

We are currently recruiting for a Financial Planning firm based in Alton that is looking to recruit a Financial Planning Administrator in their Gomshall office.

This is an excellent opportunity for an experienced IFA Administrator who prides themselves on supporting financial advisers, liaising with providers and third parties, and providing full end-to-end administrative support to a bank of clients, ensuring high service levels.

The role requires someone with excellent attention to detail, accuracy, and the ability to work independently within internal procedures and SLAs. Full training and ongoing support will be provided, along with career progression opportunities and a comprehensive benefits package.

Key duties include:

• Supporting financial advisers with administrative tasks
• Preparing client packs for reviews and meetings
• Arranging fund reviews
• Preparing recommendation reports and processing applications
• Handling various types of business including GIA, ISAs, Bonds, Trusts, SIPPs
• Dealing with providers like Transact, Standard Life, Aviva, Canada Life
• Collaborating with professionals such as accountants and solicitors
• Maintaining client files and compliance
• Responding to client queries and building relationships
• Processing letters of authority, death claims, and probate
• Supporting advisers for appointments
• Reporting to the Administration Manager

Required skills include:

• Time management and organization
• Experience in administration
• Excellent communication skills (verbal and written)
• Proficiency in Word, Excel, Outlook