Full job descriptionFinancial Planning Administrator - Chartered IFA Firm |
Salary: £35,000–£40,000 + bonus
Location: Godalming/Guildford, Surrey
Benefits: 25 days’ holiday + bank holidays, Death in Service benefit and Private Medical Cover.


The opportunity: Work within the team supporting the firm’s highest-billing Adviser, servicing an impressive HNW and UHNW client bank.
My client is an established Chartered wealth planning practice based near Guildford, with over 15 years in the market and an excellent reputation for delivering high-quality financial advice to private and corporate clients across Surrey, Sussex and Hampshire. Having successfully placed five members of staff into the business, I can personally vouch for the firm’s commitment to its people and clients.
With close to £300m in assets under management, the practice looks after an established and diverse client base, including City professionals, families, retirees and business owners, with investments typically starting at £500k and its largest clients holding £20m+.
The firm has a team of Chartered Advisers, supported by experienced administration and paraplanning professionals. Due to continued growth, the Managing Director is looking to recruit an experienced Financial Planning Administrator to join the business.
The role
Working closely with the Adviser and wider support team, your responsibilities will include:
*Preparing Letters of Authority, valuations and client documentation.
*Speaking with clients and arranging regular review meetings.
*Preparing paperwork ahead of client reviews and meetings.
*Liaising with product providers to obtain information and valuations.
*Processing and submitting new business applications, ensuring accuracy and completeness.
*Ensuring client agreements and fee schedules are signed, recorded and securely stored.
*Maintaining accurate client records and updating the CRM system.
Experience across a range of financial planning products, including pensions, investments and protection, would be advantageous. Knowledge of Intelligent Office CRM would also be beneficial.
The ideal candidate
You will have previous experience in financial services administration, a strong eye for detail and excellent organisational and communication skills. You will enjoy working as part of a collaborative team and take pride in delivering a high standard of client service.
The role is fully office-based. Professional qualifications are not essential, and experience is valued more highly than exams. However, if you are studying towards industry qualifications, the Directors will actively support your professional development.
The package and culture
The firm offers a competitive salary of £35,000–£40,000, plus bonus, depending on experience, alongside:
*25 days’ annual leave plus bank holidays.
*Death in Service benefit.
*Private Medical Cover.
*Support towards professional studies.
*A friendly, collaborative working environment with regular company socials and team trips.
The management team places real emphasis on staff wellbeing, team spirit and creating an environment where everyone supports one another and can develop their careers.
If you are looking to join a well-established, highly regarded Chartered IFA practice where you will be valued, supported and given the opportunity to grow, I would love to hear from you.
Please get in touch to discuss this opportunity or any of the other financial services roles I am currently recruiting for.
Contact Sam at Financial Divisions.