Wealth Management Admin & Client Services Lead

Confidential; Godalming; On-site; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Bonus

Benefits

Job summary

Confidential, a well established Independent Financial Advisor based in Godalming, is seeking a Financial Administrator to support end-to-end processing for new business, existing clients and back-office operations within a friendly, long‑standing wealth management team.

You will manage pensions, investments, tax planning, retirement planning and IHT; study support is provided, accessible parking is available, and you'll work closely with paraplanners and seasoned advisers.

Qualifications

• End-to-end administration across pensions, investments, tax planning, retirement planning and IHT.
• Experience in back-office processing for new and existing clients.
• Willingness to develop through study support and exams.

Responsibilities

• Handle end-to-end processing for new business and existing clients.
• Support back-office operations and liaise with advisers and paraplanners.
• Contribute to smooth running of administrative processes.

Skills

End-to-end admin

Pensions admin

Investments admin

Tax planning knowledge

Retirement planning

IHT knowledge

Job description

Confidential, a well established Independent Financial Advisor based in Godalming, is seeking a Financial Administrator to support end-to-end processing for new business, existing clients and back-office operations within a friendly, long‑standing wealth management team.

You will manage pensions, investments, tax planning, retirement planning and IHT; study support is provided, accessible parking is available, and you'll work closely with paraplanners and seasoned advisers.