Financial Planning Administrator

Up to £38,000 + quarterly bonus
We’re working with a well-established financial Planning business in Godalming who are looking for an experienced Client Services Administrator to join their friendly, hardworking team.

This is a great opportunity for someone with a strong background in financial services, wealth management or financial planning administration who enjoys client contact and providing a high level of service.

You’ll provide dedicated administrative and client servicing support, working closely with senior advisers and the wider administration team.
Responsibilities will include:
 
Preparing new business and client review packs
Preparing protection quotes
Managing Letters of Authority and provider requests
Producing year-end tax packs and Annual Service Reviews
Recording and progressing new business
Managing follow-up tasks and queries through iO
Following up outstanding fees and commission
Maintaining accurate and up-to-date client files
Dealing with client enquiries and general administration  About You
We’re looking for someone with experience in financial services administration, ideally within financial planning, wealth management or an IFA environment.
You’ll be:
 
Highly organised with excellent attention to detail
Confident and professional when dealing with clients
Comfortable managing multiple priorities and deadlines
Familiar with FCA-regulated environments and confidential client data
A strong communicator and team player  Intelliflo iO experience is highly desirable but not essential.

What's on offer?  
Up to £38,000 salary
Quarterly bonus based on company performance and individual KPIs
25 days annual leave + bank holidays
Pension scheme
Death in Service
Income protection
Friendly, close-knit team environment  If you’re an experienced Financial Services Administrator looking for a client-focused role within a supportive team, we’d love to hear from you.

#Financial Services
2026