Financial Planning Administrator

• Financial Planning Administrator
• Godalming offices
• Wealth Management Firm
• £35k + full study support and benefits package

My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals. I have met the Directors and been to the offices and placed 5 staff into the business. Their clients primarily are based across Surrey, Hampshire and London, but they do have clients further afield. Clients hold anywhere between £100k to £1m+ of investable assets. The business has very longstanding relations with their clients, but they do hold relationships with numerous professional sports clubs where they generate new business.

Following a very good 12 months with lots of new business coming into the advisers’ inboxes, the Managing Director is seeking an experienced Financial Administrator to join the team and support the entire function of the business. Knowledge of the system "Intelligent Office" will be highly advantageous, and you will be working on obtaining clients' financial details, writing letters of authority and valuation, onboarding new clients, conducting AML checks, speaking to product providers and preparing all meeting documents and necessary resources. The business uses numerous platforms such as Quilter, Aviva, Elevate, Standard life wrap & Transact platforms.

You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with Paraplanners and an experienced adviser. The role will pay up £35k basic salary. You will receive a full induction, a generous 25-day holiday allowance as well as an excellent pension contribution. You will be enrolled onto the bonus scheme and be enrolled onto a DIS and income protection scheme.

If this role of interest please get in touch.