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Are you an experienced Financial Planning Administrator looking for an exciting new opportunity with a highly regarded boutique IFA firm? Join a dynamic team based outside Guildford, where you’ll support a growing client base of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients, providing a range of financial services including pensions, investments, protections, and more.
With a competitive salary of £30k - £40k plus bonuses and an excellent benefits package, this role offers the chance to work in a supportive, collaborative environment with 25 days holiday, private medical cover, and DIS benefits.
Key Responsibilities:
- Manage client communications, scheduling reviews, and meetings.
- Prepare documentation for client reviews and meetings.
- Process letter of authority and valuation requests, liaise with product providers.
- Handle the submission of new business and ensure applications are completed accurately.
- Maintain up-to-date client records, ensuring all agreements and fee schedules are documented and signed.
- Collect and verify client data, ensuring completeness and accuracy.
What We’re Looking For:
- Previous experience as a Financial Planning Administrator or in a similar role.
- A strong understanding of financial products such as pensions, investments, and protection.
- Intelligent Office CRM experience is advantageous but not essential.
- Excellent attention to detail and the ability to manage multiple tasks.
- A proactive, team-oriented approach with a strong desire to learn and grow in the industry.
- While qualifications are beneficial, experience is the primary focus.
What’s on Offer:
- Competitive Salary: £30k - £40k (depending on experience) + bonuses.
- Benefits: 25 days holiday + bank holidays, private medical cover, and Death in Service benefits.
- Supportive Team: A collaborative, friendly work environment with regular team-building activities and social events.
- Career Growth: Ongoing support for your professional development, whether you’re studying for exams or expanding your knowledge.
- Exciting Client Base: Work with HNW and UHNW clients managing portfolios ranging from £500k to £20m+.
About the Company:
This well-established boutique IFA firm based outside Guildford has over 15 years of success and manages a £300m AUM portfolio. They are known for their ethical approach and strong reputation in providing sound financial advice to private and corporate clients across Surrey, Sussex, and Hampshire. The team is supportive, dedicated, and places a significant emphasis on staff wellbeing and team rapport.
How to Apply:
If you’re looking to be part of a growing, supportive, and dynamic team, this is the perfect opportunity for you.
Send your CV to Laura at Financial Divisions
