At a Glance
- Tasks: Support the advisory team with client onboarding and administrative tasks.
- Company: Join a reputable financial division in Godalming with a supportive culture.
- Benefits: Enjoy a competitive salary, bonuses, 25 days leave, and private medical cover.
- Other info: Great opportunities for professional development and career growth.
- Why this job: Make a difference in clients' financial journeys while developing your skills.
- Qualifications: Strong organisational skills and attention to detail are essential.
The predicted salary is between 35000 - 38000 £ per year.
Financial Divisions is seeking a Client Services Administrator / Financial Planning Administrator for our Godalming office to support the advisory team. You will handle client onboarding, AML checks, obtaining personal details, writing letters of authority and valuation, and preparing meeting documents, while liaising with providers and paraplanners.
With a salary of £35k–£38k plus bonuses and benefits, 25 days annual leave, private medical cover and an excellent pension.
Financial Planning Administrator: Client Onboarding & Admin employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
