Location
Godalming
Salary £27000 - £37000 TypePermanent WorkplaceOn-Site Ref89242
Recruiter Managing This Role
IFA Administrator Godalming
£27,000 £37,000
A well-established Financial Planning firm in Godalming is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment.
The role is fully office-based, offering excellent training, exam support, and genuine career development opportunities.
As an Administrator, you will play a key role in managing the client lifecycle from start to finish, ensuring a seamless client experience and supporting the advice team.
To be considered for this IFA Admin position:
At least 1 years experience in financial services administration
Knowledge of Intelligent Office (IO) is advantageous
Strong administrative and organisational skills with excellent attention to detail
Ability to manage workload effectively and prioritise client requests
Eagerness to continue personal and professional development
Benefits
Salary up to £37,000
Private Medical Insurance (Bupa)
Life Assurance (3x salary)
Aegon pension (5% employer contribution, option to invest in company CIP)
25 days holiday + holiday purchase scheme (buy/sell up to 5 days)
Full exam support
Enhanced maternity/paternity pay
Office-based role with supportive team culture
Apply today to be considered for this exciting opportunity. If suitable, one of our specialist consultants will be in touch to discuss the role in detail before your CV is submitted to the client. #LI-LW1