Social network you want to login/join with:
Financial Planning Administrator - Gomshall, Guildford
col-narrow-left
Client:
Blakemore Recruitment
Location:
Guildford, United Kingdom
Job Category:
Other
-
EU work permit required:
Yes
col-narrow-right
Job Reference:
341a78dabd3c
Job Views:
8
Posted:
25.08.2025
Expiry Date:
09.10.2025
col-wide
Job Description:
We are currently recruiting for a Financial Planning firm based in Alton who are looking to recruit a Financial Planning Administrator in their Gomshall office.
An excellent opportunity has arisen for a financial planning administrator to work in a growing team. They are looking for an experienced IFA Administrator who prides themselves on the ability to support our financial advisers, liaise with providers and third parties.
You will be part of a fast-paced team who provide full end-to-end administrative support to a bank of clients, ensuring they always receive a high level of service.
If you are an experienced administrator or someone looking to start a career in financial services, this could be the role for you! You will be assigned your own bank of clients while working closely with the advisers.
This is a complex role requiring someone with excellent attention to detail and accuracy. Internal procedures and service level agreements (SLAs) must be adhered to.
While part of the admin team, the successful candidate will need to work independently and proactively.
The company provides full training, ongoing support, and opportunities for career progression in financial services. They also offer a comprehensive benefits package.
Duties include:
* Providing administrative support to financial advisers
* Preparing client packs for reviews and meetings
* Arranging fund reviews
* Preparing recommendation reports and applications
* Processing new and existing business across various products
* Liaising with providers like Transact, Standard Life, Aviva, Canada Life, and others
* Coordinating with professionals such as accountants and solicitors
* Updating advisers and clients regularly
* Maintaining client files and compliance
* Handling client queries and requests
* Building relationships with clients
* Processing letters of authority, death claims, and probate
* Supporting advisers for their appointments
* Reporting to the Administration Manager
Basic skills required:
* Time management and organization
* Experience in administration
* Excellent verbal and written communication skills
* Proficiency in Word, Excel, and Outlook
#J-18808-Ljbffr