At a Glance
- Tasks: Support financial advisers with end-to-end processing of client accounts and new business.
- Company: Established Wealth Management Firm with a strong reputation and supportive culture.
- Benefits: Competitive salary, bonuses, study support, and accessible parking.
- Other info: Opportunities for career progression and collaboration with experienced professionals.
- Why this job: Join a dynamic team and gain valuable experience in the finance industry.
- Qualifications: Experience in financial administration and confidence in handling pensions and investments.
The predicted salary is between 42750 - 52250 £ per year.
Financial Administrator £30k - £40k plus bonus and benefits
Established Wealth Management Firm Offices in Godalming (Surrey) 4 days in the office per week.
My client is a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals. Their clients primarily are based across Surrey, Hampshire and London, but they do have clients further afield. Clients hold anywhere between £100k to £1m+ of investable assets with a few families holding in excess of £2m of investments.
The business has very longstanding relations with their clients, but they do hold relationships with numerous professional sports clubs where they generate new business. Following a very good 12 months with lots of new business coming into the advisers’ inboxes, plus a recent acquisition being completed, the Managing Director is seeking an experienced Financial Administrator who can assist with end to end processing of all new business, existing clients and contributing all round to the smooth running of the back office function.
This role will suit a career administrator, but if you have ambitions to progress then they can offer this route. You will be confident with end to end admin work on pensions, investments, tax planning, retirement planning and IHT. You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with Paraplanners and experienced advisers.
If this role is of interest please get in touch with Peter at Financial Divisions.
Client Services Administrator in Godalming employer: Financial Divisions Careers
Join a highly respected Chartered Independent Financial Planning firm in Plymouth, where your career as a Trainee Financial Planner will flourish. With a strong commitment to employee development, you will benefit from comprehensive training, mentoring, and a dedicated support team, all within a collaborative culture that prioritises work-life balance and wellbeing. Enjoy a competitive salary, excellent bonus structure, and the flexibility of hybrid working, making this an ideal environment for those looking to build a meaningful and rewarding career in financial planning.
Contact Details:
Financial Divisions Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Administrator in Godalming
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We think you need these skills to ace Client Services Administrator in Godalming
Some tips for your application 🫡
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How to prepare for a job interview at Financial Divisions Careers
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