Financial Planning Administrator - Up to £45,000 plus benefits - Chartered IFA Firm

ZipRecruiter; Guildford; On-site; GBP 30,000 - 45,000; Full time

Job summary

An established industry player is seeking a Financial Planning Administrator to join their supportive team in Guildford. This role involves working closely with high-net-worth clients, providing essential administrative support, and ensuring all documentation is accurate and up-to-date. The firm values staff wellbeing and fosters a collaborative environment, making it an ideal place for those who thrive in a team-oriented setting. With a competitive salary and an attractive benefits package, this opportunity is perfect for individuals looking to advance their careers in financial planning while enjoying a vibrant workplace culture.

Benefits

25 days holiday

Private Medical Cover

DIS benefit

Company socials and trips

Qualifications

• Experience in financial administration is essential.
• Knowledge of various financial products is advantageous.

Responsibilities

• Prepare documentation for client reviews and meetings.
• Communicate with clients and schedule reviews.
• Process and submit new business applications.

Skills

Financial Planning

Client Communication

Data Collection

Pensions Knowledge

Investment Knowledge

Protection Knowledge

Education

Experience in Financial Administration

Tools

Intelligent Office CRM

Job description

Job Description

• Financial Planning Administrator
• £30k - £45k plus bonuses
• Godalming/Guildford (Surrey)
• 25 days holiday + bank holidays, DIS benefit, Private Medical Cover
• Working with HNW & UHNW clients
• Boutique IFA firm

My client is a wealth planning practice based outside Guildford who have been operating for 15+ years and I have placed 5 members of staff into the business. They have an excellent reputation providing very solid financial advice to both private and corporate clients who lives in Surrey, Sussex & Hampshire. They have a large book of business (close to £300m AUM) who are City professionals, families, retirees, and business owners with £500k to invest with their top customer holding £20m+ to invest. This boutique firm has a team of Chartered Advisers and a full administrative and paraplanning team.

The Managing Director is seeking a brand new experienced Financial Administrator. Typical duties will include writing letter of authority and valuation, speaking to customers on the phone, scheduling client reviews and preparing documentation for any reviews/meetings, collecting data from product providers, process and submit new business to providers and ensure applications are completed accurately. Ensure agreements, including schedules, are in place and signed, documented, and saved and that all records are up to date, amongst others. Full training will be provided. A broad range of experience and knowledge across a variety of financial products will be advantageous (Pensions, Investments, Protections etc.) Knowledge of Intelligent Office CRM would be highly advantageous. The role will be office based. If you are sitting any exams then the Directors will support you with your studies but what qualifications you have is not a deal breaker, experience rather than exams is more important. The management team place a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away as well as supporting.

The MD is looking to offer £30k - £45k basic salary, possibly more for the right candidate with an attractive benefits package including 25 days holiday, DIS and private medical cover. If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you.If this role sounds of interest or any other roles I am working on please get in touch.