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

Une entreprise de planification financière bien établie, située près de Guildford, recherche un Administrateur de Planification Financière pour soutenir sa croissance. Ce rôle offre une opportunité de parcours vers le paraplanning tout en servant une clientèle HNW et UHNW. Vous serez responsable de multiples tâches administratives et de service à la clientèle, tout en bénéficiant d'un environnement de travail collaboratif et supportif.

Benefits

Assurance Médicale Privée

Assurance Vie

Développement professionnel par formation

Culture d'équipe axée sur la collaboration

Qualifications

• Une expérience antérieure dans la planification financière est nécessaire.
• Connaissance des pensions et investissements est requise.
• Une attitude désireuse d'apprendre et de grandir est essentielle.

Responsibilities

• Rédiger et envoyer des lettres d'autorité selon besoin.
• Communiquer avec les clients et fournisseurs de produits par email et téléphone.
• Organiser et préparer les réunions de révision clients.

Skills

Attitude proactive

Attention aux détails

Connaissance des produits de protection

Education

Expérience dans un environnement de planification financière

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.