At a Glance
- Tasks: Support financial advisers and manage client onboarding and documentation.
- Company: Established Independent Financial Advisory firm with a strong reputation.
- Benefits: 25 days' holiday, study support, pension contributions, and bonus scheme.
- Other info: Dynamic role with opportunities for professional growth and development.
- Why this job: Join a supportive team and develop your career in financial services.
- Qualifications: Experience with Intelligent Office and financial services administration required.
The predicted salary is between 30000 - 40000 £ per year.
This is a rare opportunity to join one of Surrey's most established and well-regarded Independent Financial Advisory firms — a business that has been quietly doing things the right way for over two decades.
Based on the outskirts of Guildford, the firm supports a loyal and diverse client base spanning Surrey, Hampshire and London, with investable assets typically ranging from £100,000 to £1 million or more.
Many of these are long-standing relationships with local families, retirees and high-net-worth individuals, built on trust and continuity over many years.
The business also holds valued partnerships with a number of professional sports clubs, which continue to bring new client relationships through the door.
Following an exceptionally strong twelve months, the Managing Director is looking for a Financial Planning Administrator to join the team and play a central role in supporting the firm's advisers, paraplanners and mortgage specialists.
If you have hands-on experience of Intelligent Office (Intelliflo), this firm wants to hear from you — it sits at the heart of how the business runs, and confidence using it will make a genuine difference from day one.
Day to day you will be onboarding new clients, gathering personal and financial details, preparing letters of authority and valuations, conducting AML checks, liaising with product providers and preparing meeting documentation and resources.
The firm works across a number of platforms including Quilter, Aviva, Elevate, Standard Life Wrap and Transact.
This is a well-supported role in a business that invests in its people.
You will benefit from a thorough induction, study support for any professional exams you are undertaking, 25 days' holiday, a strong pension contribution, a bonus scheme and enrolment onto a death-in-service and income protection scheme.
Parking is accessible and on hand.
The right candidate will be organised, personable and keen to develop within a firm that takes real pride in the quality of its client relationships.
Prior experience in financial services administration is essential.
Financial Planning Administrator in Woking 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.
