Financial Divisions is seeking a diligent Financial Planning Administrator to join its Chartered IFA firm in Godalming/Guildford (Surrey). The role involves client communications, preparing reviews, collecting data from providers and processing new business while maintaining accurate records.
The ideal candidate will have a broad knowledge of pensions, investments and protections, with familiarity of Intelligent Office CRM being highly advantageous.
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Wealth Planning Administrator - Private Medical & 25 Days Holiday in Godalming employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
