Financial Planning Administrator - Gomshall

TN United Kingdom; Guildford; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial planning firm in Guildford is seeking a Financial Planning Administrator to join their growing team. The role involves providing comprehensive administrative support to financial advisers, managing client interactions, and ensuring compliance with internal procedures. Ideal candidates will have strong organizational skills and a background in administration, with opportunities for career progression and a supportive work environment.

Benefits

Comprehensive benefits package

Full training and ongoing support

Opportunities for career progression

Qualifications

• Experience working in an administrative capacity.
• Excellent verbal communication skills – telephone and written.
• Confident using Word, Excel, Outlook.

Responsibilities

• Provide financial advisers with full administrative support.
• Prepare client packs for annual reviews and ad-hoc meetings.
• Handle client queries – income, withdrawals, change of details.

Skills

Time management

Organisation

Verbal communication

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:

32

Posted:

23.05.2025

Expiry Date:

07.07.2025

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Job Description:

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

An excellent opportunity has arisen for a financial planning administrator to work in a growing team. They are looking for an experienced IFA Administrator who prides themselves on the ability to support our financial advisers, liaise with providers and third parties.

You will be part of a fast-paced team who provide full end-to-end administrative support to a bank of clients, ensuring they always receive a high level of service.

So, if you are an experienced administrator or someone who is looking to start a career in financial services, this could be the role for you! You will be assigned your own bank of clients while working closely with the advisers.

This is a complex role and requires someone with excellent attention to detail and accuracy. They have internal procedures and service level agreements (SLAs) that must be adhered to.

While they will be part of the admin team, the successful candidate will be required to work independently and under their own steam.

As a company, they will provide full training, ongoing support, and a chance to progress your career in financial services. They like to invest in their employees and also offer a comprehensive benefits package.

Duties would include:

• Provide financial advisers with full administrative support
• Prepare client packs for annual reviews and ad-hoc meetings
• Arrange internal fund reviews
• Prepare recommendation reports, including applications and additional documentation
• Process new and existing business
• Handle types of business including General Investment Accounts, ISAs, Bonds, Trusts, SIPPs
• Deal with providers such as Transact, Standard Life, Aviva, Canada Life, and more
• Liaise with other professionals such as accountants, solicitors, and product providers
• Update advisers and clients regularly to meet expectations
• Update and maintain Adviser office & IO
• Maintain client files and ensure compliance
• Handle client queries – income, withdrawals, change of details, requests for information
• Build relationships with clients and respond to all queries
• Process and manage letters of authorities
• Handle death claims and probate
• Support advisers and ensure they have everything needed for their appointments
• Report to the Administration Manager

Other basic skills required:

• Time management
• Organisation and prioritisation
• Experience working in an administrative capacity
• Excellent verbal communication skills – telephone and written
• Confident using Word, Excel, Outlook