Job Description
A highly regarded and well-established wealth management firm based in Godalming is seeking a Financial Planning Administrator to join its growing team. With over 20 years of success, the business provides holistic advice to a broad client base including local families, retirees, and high-net-worth individuals, with investable assets typically ranging from £100k to £1m+, and some exceeding £2m.
Following a strong period of growth and increased new business, the firm is looking for an organised and proactive administrator to support its advisers and paraplanners across the full client journey. This is an excellent opportunity to join a stable, friendly business with a strong reputation and long-standing client relationships across Surrey, Hampshire, and London.
The role will involve onboarding new clients, gathering personal and financial information, preparing letters of authority and valuations, conducting AML checks, liaising with product providers, and ensuring all documentation is in place ahead of client meetings. You will gain exposure to a variety of platforms including Quilter, Aviva, Elevate, Standard Life Wrap, and Transact, and work closely with experienced advisers and paraplanners.
Experience using Intelligent Office would be highly advantageous, although training can be provided. The firm is keen to support professional development and offers study support for relevant financial services qualifications.
The package includes a salary of £30,000 to £38,000 depending on experience, a bonus scheme, 25 days holiday, pension contribution, and additional benefits including death-in-service and income protection. The office offers accessible parking and a supportive, team-oriented working environment.
This is a great opportunity for an administrator looking to build a long-term career within financial planning in a business that genuinely values its staff and clients alike.
If you are looking for a role with career progression, a supportive team, this is an excellent opportunity.
Contact Sam at Financial Divisions.