Financial Planning Administrator (route to paraplanner) - Up to £33k plus bonuses

ZipRecruiter; Guildford; On-site; GBP 30,000 - 33,000; Full time

Job summary

An established wealth planning practice is seeking a Financial Planning Administrator to join their supportive team near Guildford. This role offers a clear path to becoming a paraplanner, with full training provided. The firm has a stellar reputation for delivering exceptional financial advice to high-net-worth clients. You'll engage in various tasks, including client communication, data processing, and documentation management, all within a collaborative environment that values professional growth. If you're passionate about finance and eager to develop your career, this opportunity is perfect for you.

Benefits

Death in Service

Private Medical Insurance

Life Insurance

Support for Exam Studies

Qualifications

• Experience in financial products such as Pensions, Investments, and Protections is advantageous.
• Full training will be provided for the role.

Responsibilities

• Writing letters of authority and valuations for clients.
• Communicating with clients and scheduling reviews.

Skills

Financial Products Knowledge

Client Communication

Data Processing

Education

Relevant Financial Qualification

Tools

Intelligent Office

Elevate

Transact

Aberdeen

Quilter

Job description

Job Description

Financial Planning Administrator (route to paraplanner)

£30k - £33k plus bonuses

Near Guildford/Godalming

Working with HNW & UHNW clients

My client is a wealth planning practice based outside Guildford with over 30 years of operation. I have met the Directors and visited their offices, having placed 7 staff into the business. They have an excellent reputation for providing solid financial advice to private and corporate clients across London, Kent, Surrey, Sussex & Hampshire. Their client base includes City professionals, families, retirees, and business owners, with a minimum of £500k to invest, and top clients investing over £3m.

The Managing Director is seeking to recruit a new Financial Administrator. Typical duties include writing letters of authority and valuations, communicating with clients via phone, scheduling reviews, preparing documentation, collecting data from providers, processing and submitting new business, and ensuring all applications are accurate and complete. You will also manage agreements, documentation, and record-keeping. Full training will be provided. Experience across a range of financial products (Pensions, Investments, Protections) is advantageous. Knowledge of Intelligent Office is highly desirable. The firm uses platforms such as Elevate, Transact, Aberdeen, and Quilter.

The role is primarily office-based with flexible hours. Support for exam studies is available. There is a clear route to becoming a paraplanner, as the current administrator is being promoted to that role.

The MD offers a salary of £30k - £33k plus an attractive benefits package, including Death in Service, Private Medical, and Life Insurance. The environment is supportive, collaborative, and aims to foster both professional growth and enjoyment.

If this role interests you or if you're exploring other opportunities, please get in touch.