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- Tasks: Support financial advisers with admin tasks and client management in a dynamic team.
- Company: Join a growing financial planning firm in Farnham dedicated to employee development.
- Benefits: Enjoy comprehensive training, ongoing support, and a competitive benefits package.
- Why this job: Kickstart your career in finance with hands-on experience and a chance to progress.
- Qualifications: Attention to detail, strong communication skills, and a desire to learn are essential.
- Other info: Ideal for both experienced administrators and those new to financial services.
The predicted salary is between 28800 - 43200 £ per year.
Social network you want to login/join with:
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Client:
Blakemore Recruitment
Location:
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
5057aeeadc0f
Job Views:
3
Posted:
29.06.2025
Expiry Date:
13.08.2025
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Job Description:
We are currently recruiting for a Financial Planning firm based in Farnham who are looking to recruit a Financial Planning Administrator in their Alton office.
An excellent opportunity has arisen for a financial planning administrator to work in a growingteam. They are looking for an experienced IFA Administrator who prides themselves on the ability tosupport 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 ofclients ensuring they always receive a high level of service.
So, if you are an experienced administrator or someone who is looking to start a career in financialservices this could be the role for you! You will be assigned your own bank of clients while workingclosely with the advisers.
This is a complex role and requires someone with excellent attention to detail and accuracy is key!They have internal procedures and service level agreements (SLAs) that must be adhered to.
While they will be part of the admin team the successful candidate will be required to workindependently and under their own steam.
As a company they will provide full training, ongoing support and a chance to progress your career infinancial services. They like to invest in their employees and they also offer a comprehensive benefitpackage.
Duties would include:
- Provide financial advisers will full administrative support
- Preparing client packs for annual reviews and ad-hoc meetings
- Arranging internal fund reviews
- Preparing recommendation reports, including any applications and additionaldocumentation
- Process new and existing business
- Types of business include General Investment Accounts, ISAs, Bonds, Trusts, SIPPs
- Dealing with providers such as Transact, Standard Life, Aviva, Canada Life and more
- Liaise with other professionals such as accountants, solicitors and product providers
- Updating advisers and clients regularly to meet expectations
- Update and maintain Adviser office & IO
- Maintain client files and keeping them compliant.
- Dealing with client queries – income, withdrawals, change of details, requests forinformation
- Build relationships with the clients, respond to all queries
- Processing and managing letters of authorities
- Processing death claims and probate
- Providing support to the advisers and ensuring that they have everything required for theirappointments.
- Reporting to the Administration Manager
Other basic skills required:
- Time management
- Organisation and prioritisation
- Experience working in an administrative capacity
- Excellent verbal communication skills – telephone and written word
- Confident using all programmes such as Word, Excel and Outlook
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Financial Planning Administrator - Farnham employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator - Farnham
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of a Financial Planning Administrator. Understanding the key responsibilities and the types of products you'll be dealing with, such as ISAs and SIPPs, will help you stand out during interviews.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend local finance-related events or join online forums to connect with others in the field. This can provide valuable insights and potentially lead to referrals for the position.
✨Tip Number 3
Demonstrate your organisational skills by preparing examples of how you've managed multiple tasks or projects in previous roles. Being able to showcase your time management abilities will be crucial for this fast-paced environment.
✨Tip Number 4
Research the company culture of the financial planning firm you're applying to. Tailoring your approach to align with their values and demonstrating your enthusiasm for their commitment to employee development can make a positive impression.
We think you need these skills to ace Financial Planning Administrator - Farnham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial administration. Emphasise any previous roles where you supported financial advisers or managed client relationships, as this is crucial for the Financial Planning Administrator position.
Craft a Strong Cover Letter: Write a cover letter that showcases your attention to detail and organisational skills. Mention specific examples of how you've successfully managed administrative tasks in the past, particularly in a fast-paced environment.
Highlight Relevant Skills: In your application, clearly outline your skills in time management, organisation, and communication. These are essential for the role, so provide examples of how you've demonstrated these abilities in previous positions.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Attention to detail is key in this role, and a polished application will reflect your commitment to accuracy.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Products
Familiarise yourself with the various financial products mentioned in the job description, such as ISAs, Bonds, and SIPPs. Being able to discuss these confidently will show your understanding of the role and impress the interviewers.
✨Demonstrate Attention to Detail
Since accuracy is key in this role, prepare examples from your past experience where your attention to detail made a significant difference. This could be in managing client files or preparing reports.
✨Showcase Your Communication Skills
Prepare to discuss how you have effectively communicated with clients and colleagues in previous roles. Highlight any experience you have in liaising with third parties, as this is crucial for the position.
✨Ask Insightful Questions
At the end of the interview, ask questions that show your interest in the company and the role. Inquire about their training programmes or how they support career progression, which aligns with their commitment to investing in employees.
