Financial Planning Administrator
Listed on 2026-09-27
-
Finance & Banking
Office Administrator/ Coordinator, Finance Assistant, Business Administration -
Administrative/Clerical
Office Administrator/ Coordinator, Finance Assistant, Business Administration
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
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
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).