We are seeking a dedicated and experienced Financial Planning Administrator to join a well-established, independent financial advisory firm based just outside Woking.
This is a pivotal, fully office-based role providing comprehensive administrative support to the team of Financial Advisers.
The ideal candidate will have a professional, mature attitude and a strong eye for detail, capable of consistently producing accurate, high-quality work.
Key Responsibilities
Provide administrative support to Financial Advisers across all areas of financial planning.
Maintain and update client records on the back-office system
Ensure all client files comply with regulatory standards.
Prepare client documentation, including illustrations, key features documents, and application forms.
Process new business applications, investment trades, pension contributions, and transfer requests.
Draft and submit Letters of Authority and liaise with product providers to obtain information.
Prepare investment valuations, performance reports, and review packs.
Assist with compiling client meeting documentation and annual review reports. Key Requirements
Minimum 2 years’ experience in a similar role within an Independent Financial Adviser (IFA) firm.
High attention to detail and strong organisational skills.
Proficient in using Intelligent Office and Wrap Platforms (e.g. Standard Life, Aegon, Transact).
Strong working knowledge of Microsoft Word and Excel.
Solid understanding of financial planning processes, compliance, and current regulations.
Excellent written and verbal communication skills.
Professional, punctual, well-presented, and a strong team player.
Package
Competitive salary up to £35,000 (dependent on experience)
25 days holiday + bank holidays
Company pension scheme
Discretionary annual bonus
Death in service benefit
Free on-site parking
Support with professional development and qualifications
Friendly, professional, and sociable office environment For more details please apply or contact Tegan at Dynamite Recruitment