Financial Planning Administrator — Growth, Training & Benefits

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

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.