Full job description£30,000 - £38,000 Basic Salary + Bonus + Comprehensive Benefits
Established Wealth Management Firm | Study Support Available | Long-Term Career Development
A fantastic opportunity has arisen for an experienced Financial Planning Administrator to join a highly regarded Independent Financial Advisory firm based in Godalming.
Established for over 20 years, this successful wealth management practice provides holistic financial planning and mortgage advice to families, retirees, professionals and high-net-worth individuals across Surrey, Hampshire and London. The business has built an excellent reputation through delivering a high level of client service and maintaining long-standing relationships with its loyal client base.
Following a period of significant growth and increased levels of new business, the firm is now looking to strengthen its support team with the addition of a Financial Planning Administrator who will play a key role in supporting advisers, paraplanners and clients across the entire financial planning process.
The Opportunity
This is a varied and rewarding administration role where you will gain exposure to all aspects of financial planning administration while working closely with experienced advisers and paraplanners.
Your responsibilities will include:
• Obtaining and maintaining client information and documentation
• Preparing and processing letters of authority and valuation requests
• Supporting the onboarding of new clients and conducting AML checks
• Liaising with clients, providers and platform providers on a daily basis
• Preparing client review packs and meeting documentation
• Processing new business applications and servicing existing policies
• Maintaining accurate client records and updating back-office systems
• Supporting advisers and paraplanners with ongoing client servicing requirements
You will gain exposure to a broad range of financial planning products and platforms, including Quilter, Aviva, Elevate, Standard Life Wrap and Transact.
Requirements
• Previous experience within a Financial Planning Administrator or Wealth Management Administrator role
• Strong understanding of financial planning administration processes
• Excellent organisational and communication skills
• Ability to manage multiple cases and deadlines effectively
• Experience using Intelligent Office would be highly advantageous
• Professional and client-focused approach
• A desire to build a long-term career within financial planning
What’s on Offer
• £30,000 - £38,000 basic salary depending on experience
• Bonus scheme participation
• 25 days holiday plus bank holidays
• Excellent pension contribution
• Death in Service benefit
• Income Protection cover
• Full induction and training programme
• Study support for professional qualifications
• Accessible office parking
• Ongoing exposure to experienced advisers and paraplanners
• Long-term career progression opportunities within a growing business
This is an excellent opportunity for an ambitious Financial Planning Administrator seeking to join a successful and well-established wealth management firm where you can develop your technical knowledge, broaden your industry exposure and build a rewarding long-term career.
To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions.