James & Partners
Financial Services Administrator
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Financial Services Administrator
Financial Services Administrator
Location: Guildford
Salary: Up to £38,000 (depending on experience)
James & Partners is working with a growing international wealth management group, seeking an experienced Financial Services Administrator to join their UK office in Guildford.
This is an excellent opportunity to join a business with an established UK presence and international reach across multiple wealth management markets. The role sits within the UK team but supports a group that is continuing to build its platform, adviser support function, and operational capabilities—both in the UK and abroad.
The position is ideal for someone who enjoys collaborating closely with advisers, senior leadership, and clients rather than performing narrowly process-driven tasks.
The ideal candidate will work alongside an existing administrator in the Guildford office, providing support to the wider UK wealth management team across:
- New business processing
- Client servicing
- Reviews
- Provider liaison
- Adviser support
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While this role is not a full paraplanning position, the client prefers candidates with some experience in paraplanning, report preparation, or technical financial planning. Familiarity with maintaining structured client files, review packs, and the advice process is highly valued.
Key Responsibilities
- Supporting advisers with client administration, new business processing, and ongoing servicing
- Preparing and maintaining client files, records, and internal documentation
- Liaising with platforms, providers, advisers, and clients
- Assisting with annual reviews, valuations, and policy information gathering
- Tracking outstanding cases to ensure efficient workflow
- Supporting client onboarding and documentation
- Helping maintain strong internal processes and compliance standards
- Providing additional operational support as needed
Ideal Candidate Requirements
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- Previous experience in financial services administration
- Background in wealth management, financial planning, or IFAs
- Strong understanding of pensions, investments, and general financial planning administration
- Hands-on experience dealing with platforms and providers
- Attention to detail, reliability, and organisational skills
- Confident communication skills
- Practical, proactive approach
- Some exposure to paraplanning or report preparation is beneficial but not essential
Details
- Full-time role, Monday to Friday
- Initially office-based in Guildford (4 days per week)
This is a strong opportunity for an experienced financial services administrator looking to work with a growing international wealth management firm while supporting the development of its high-quality UK operation.
For a confidential discussion, please contact Zak James at James & Partners.
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