Financial Planning Administrator

Description

IFA Administrator - Godalming

GBP27,000 - GBP37,000

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 (with the occasional remote day), 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.

Benefits

• Salary up to GBP35,000

• Free parking

• 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

• Occasional day of work from home if needed

To be considered for this IFA Admin position:

• At least 1 year's 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

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.

Ad ID: 5417397103