Financial Planning Administrator

Up to £40,000 + quarterly bonus

We’re working with a well-established financial Planning business in Godalming who are looking for an experienced Client Services Administrator to join their friendly, hardworking team.

This is a great opportunity for someone with a strong background in financial services, wealth management or financial planning administration who enjoys client contact and providing a high level of service.

You’ll provide dedicated administrative and client servicing support, working closely with senior advisers and the wider administration team.

Responsibilities will include:

Preparing new business and client review packs

Preparing protection quotes

Managing Letters of Authority and provider requests

Producing year-end tax packs and Annual Service Reviews

Recording and progressing new business

Managing follow-up tasks and queries through iO

Following up outstanding fees and commission

Maintaining accurate and up-to-date client files

Dealing with client enquiries and general administration

About You

We’re looking for someone with experience in financial services administration, ideally within financial planning, wealth management or an IFA environment.

You’ll be:

Highly organised with excellent attention to detail

Confident and professional when dealing with clients

Comfortable managing multiple priorities and deadlines

Familiar with FCA-regulated environments and confidential client data

A strong communicator and team player Intelliflo iO experience is highly desirable but not essential.

What's on offer?

Up to £38,000 salary

Quarterly bonus based on company performance and individual KPIs

25 days annual leave + bank holidays

Pension scheme

Death in Service

Income protection

Friendly, close-knit team environment If you’re an experienced Financial Services Administrator looking for a client-focused role within a supportive team, we’d love to hear from you.

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