Financial Divisions
Financial Planning Administrator
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About the Role
This is a rare opportunity to join one of Surrey's most established and well-regarded Independent Financial Advisory firms — a business that has been quietly doing things the right way for over two decades.
Based on the outskirts of Guildford, the firm supports a loyal and diverse client base spanning Surrey, Hampshire and London, with investable assets typically ranging from £100,000 to £1 million or more. Many of these are long-standing relationships with local families, retirees and high-net-worth individuals, built on trust and continuity over many years. The business also holds valued partnerships with a number of professional sports clubs, which continue to bring new client relationships through the door.
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Responsibilities
Following an exceptionally strong twelve months, the Managing Director is looking for a Financial Planning Administrator to join the team and play a central role in supporting the firm's advisers, paraplanners and mortgage specialists. If you have hands-on experience of Intelligent Office (Intelliflo), this firm wants to hear from you — it sits at the heart of how the business runs, and confidence using it will make a genuine difference from day one.
Day to day you will be:
- Onboarding new clients
- Gathering personal and financial details
- Preparing letters of authority and valuations
- Conducting AML checks
- Liaising with product providers
- Preparing meeting documentation and resources
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The firm works across a number of platforms including Quilter, Aviva, Elevate, Standard Life Wrap and Transact.
Benefits
This is a well-supported role in a business that invests in its people. You will benefit from:
- A thorough induction
- Study support for any professional exams you are undertaking
- 25 days' holiday
- A strong pension contribution
- A bonus scheme
- Enrolment onto a death-in-service and income protection scheme
- Accessible and on-hand parking
Requirements
The right candidate will be:
- Organised
- Personable
- Keen to develop within a firm that takes real pride in the quality of its client relationships
Prior experience in financial services administration is essential.
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