Financial Planning Administrator to Paraplanner, £30,000 - £35,000 + Bonuses, Near Guildford

ZipRecruiter; Guildford; On-site; GBP 30,000 - 35,000; Full time

Job summary

An established wealth planning practice seeks a Financial Planning Administrator to join their supportive team. This role offers a clear path to becoming a Paraplanner, ideal for those eager to grow in the financial planning sector. You will engage with high-net-worth clients, manage documentation, and ensure compliance while receiving full training and support for your career progression. With a focus on collaboration and development, this position promises a rewarding and dynamic work environment for those passionate about finance.

Benefits

Private Medical Insurance

Life Insurance

Death in Service

Flexible Working Hours

Qualifications

• Experience in financial planning or wealth management is essential.
• Proactive attitude with strong attention to detail is required.

Responsibilities

• Draft and issue letters of authority and obtain valuations.
• Liaise with clients and product providers over the phone and email.

Skills

Financial Planning Experience

Knowledge of Pensions

Attention to Detail

Client Liaison Skills

Tools

Intelligent Office (IO)

Transact

Elevate

Quilter

Aberdeen

Job description

Job Description

Progression to Paraplanner

Client Base: High Net Worth (HNW) & Ultra High Net Worth (UHNW)

A long-established, highly reputable wealth planning practice just outside Guildford is looking to hire a Financial Planning Administrator to support their continued growth. With over 30 years in the industry, they serve a loyal client base that includes City professionals, families, retirees, and business owners - typically with £500k+ in investable assets, and some clients exceeding £3m.

I've personally visited the firm, met with the Directors, and placed multiple staff here - seven to date - and can confidently say it’s a fantastic, professional, and supportive working environment.

About the Role:You’ll play a key part in the client servicing and administration function, supporting both advisers and paraplanners. This is a varied, hands-on role with a clear route to paraplanning for those who are studying or aspiring to progress.

Key Responsibilities:

• Draft and issue letters of authority and obtain valuations.
• Liaise with clients and product providers over the phone and email.
• Schedule client review meetings and prepare all supporting documentation.
• Collect and analyse financial data from providers.
• Submit and track new business applications, ensuring accuracy and compliance.
• Maintain up-to-date client records, agreements, and signed documentation.
• Ensure processes are followed and documentation is stored appropriately.

What You’ll Need:

• Previous experience in a financial planning or wealth management environment.
• Broad knowledge of pensions, investments, protection products, etc.
• Experience using Intelligent Office (IO) is highly desirable.
• Familiarity with platforms such as Transact, Elevate, Quilter, and Aberdeen is advantageous.
• A proactive attitude, strong attention to detail, and a desire to learn and grow.

What’s on Offer:

• £30,000 - £35,000 basic salary (DOE) plus bonus scheme.
• Full training and support toward exams and career progression.
• Opportunity to move into a paraplanning role - this position is available due to an internal promotion.
• Flexible working hours (office-based role).
• Generous benefits including Private Medical Insurance, Life Insurance, and Death in Service.
• Supportive, close-knit team culture with a focus on collaboration, development, and enjoying your work.

If you’re looking to build a long-term career in a dynamic and highly professional firm that values your development, we’d love to hear from you.

To apply or find out more, contact Sam at Financial Divisions.