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Financial Planning Administrator - Gomshall, Guildford
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Client:
Blakemore Recruitment
Location:
Guildford, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
341a78dabd3c
Job Views:
45
Posted:
24.06.2025
Expiry Date:
08.08.2025
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Job Description:
We are currently recruiting for a Financial Planning firm based in Alton that is looking to recruit a Financial Planning Administrator in their Gomshall office.
This is an excellent opportunity for an experienced IFA Administrator who prides themselves on supporting financial advisers, liaising with providers and third parties, and providing full end-to-end administrative support to a bank of clients, ensuring high service levels.
The role requires someone with excellent attention to detail, accuracy, and the ability to work independently within internal procedures and SLAs. Full training and ongoing support will be provided, along with career progression opportunities and a comprehensive benefits package.
Key duties include:
* Supporting financial advisers with administrative tasks
* Preparing client packs for reviews and meetings
* Arranging fund reviews
* Preparing recommendation reports and processing applications
* Handling various types of business including GIA, ISAs, Bonds, Trusts, SIPPs
* Dealing with providers like Transact, Standard Life, Aviva, Canada Life
* Collaborating with professionals such as accountants and solicitors
* Maintaining client files and compliance
* Responding to client queries and building relationships
* Processing letters of authority, death claims, and probate
* Supporting advisers for appointments
* Reporting to the Administration Manager
Required skills include:
* Time management and organization
* Experience in administration
* Excellent communication skills (verbal and written)
* Proficiency in Word, Excel, Outlook
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