Financial Planning Administrator

Up to £40,000 + 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.
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