Financial Planning Administrator

The Opportunity An exciting opportunity has arisen for an experienced Financial Services Administrator to join a well-established Chartered Financial Planning practice in Surrey during an exciting period of growth.

Working closely with Financial Advisers, Paraplanners and the wider administration team, you’ll provide high-quality administrative support while developing your knowledge and experience within financial planning.

This is an ideal opportunity for someone looking to build a long-term career within a professional and supportive business.

Key Responsibilities  
Provide day-to-day administrative support to Financial Advisers
Prepare client meeting packs, documentation and follow-up actions
Process new business across investments, pensions and protection
Handle client servicing requests and liaise with product providers
Maintain accurate client records and CRM systems
Support clients with applications and documentation
Manage adviser diaries and meeting arrangements where required
Respond to client queries professionally and efficiently  About You You'll ideally have:
 
Previous experience within IFA, Financial Planning or Wealth Management administration
Good knowledge of financial planning administration and client servicing
Excellent attention to detail and organisational skills
Strong communication and interpersonal skills
The ability to manage multiple priorities and meet deadlines
Confidence dealing with clients, Advisers and providers  This is more than simply an administration role. The business is growing and offers the opportunity to develop your technical knowledge and progress your career within financial planning.

For the right person, there may be future opportunities to develop into Senior Administration, Paraplanning, Operational or Leadership positions, alongside support for relevant professional qualifications.

The successful candidate will be someone who wants to grow with the business and become a valued part of the team for the long term.

£28,000 - £34,000

#Financial Services
2026