Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Financial planning administrator

Woking
Financial planning administrator
Posted: 11h ago
Offer description

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

Apply
Create E-mail Alert
Job alert activated
Saved
Save
Similar job
Financial planning administrator - farnham
Farnham
Blakemore Recruitment
Financial planning administrator
Similar job
Financial planning administrator
Guildford
Dynamite Recruitment
Financial planning administrator
Similar job
Financial planning administrator
Bracknell
Heat Recruitment
Financial planning administrator
See more jobs
Similar jobs
Banking jobs in Woking
jobs Woking
jobs Surrey
jobs England
Home > Jobs > Banking jobs > Financial planning administrator jobs > Financial planning administrator jobs in Woking > Financial Planning Administrator

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save