At a Glance
- Tasks: Support the wealth management team with client servicing and operational tasks.
- Company: Join a growing international wealth management group in Guildford.
- Benefits: Competitive salary up to £38,000 and opportunities for career growth.
- Other info: Full-time role with a strong focus on compliance and internal processes.
- Why this job: Be part of a dynamic team shaping financial services and client experiences.
- Qualifications: Experience in financial services administration and understanding of financial planning.
The predicted salary is between 35000 - 38000 £ per year.
James & Partners is working with a growing international wealth management group that is looking to appoint an experienced Financial Services Administrator to join its UK office in Guildford.
The role will sit within the UK business, but the successful candidate will be joining a group that continues to build out its platform, adviser support function and operational capability across both the UK and overseas.
The successful candidate will work closely with an existing administrator in the Guildford office and support the wider UK wealth management team across new business, client servicing, reviews, provider liaison and adviser support.
However, the client would be particularly interested in someone who has some exposure to paraplanning, report preparation or technical financial planning support, and who understands what a good client file, review pack and advice process should look like.
- Supporting annual reviews, valuations and policy information gathering
- Helping maintain strong internal processes and compliance standards
- Previous experience in financial services administration
- Experience within wealth management, financial planning or an IFA environment
- A good understanding of pensions, investments and general financial planning administration
The role is full time, Monday to Friday, and will initially be office based in Guildford four days per week.
This is a strong opportunity for an experienced financial services administrator who wants to join a growing international wealth management group, support the continued development of its UK operation and play an important part in building out a high quality support function.
Locations
Financial Services Administrator- Full or Part Time in Guildford, Surrey employer: James & Partners
James & Partners offers a dynamic and supportive work environment in Guildford, where employees are encouraged to grow and develop their skills within the wealth management sector. With a focus on collaboration and excellence, the company provides opportunities for professional advancement while maintaining strong compliance standards and internal processes. Joining this international group means being part of a team that values quality support and client service, making it an excellent choice for those seeking meaningful and rewarding employment.
