James & Partners
Financial Services Administrator
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Financial Services Administrator
Location: Guildford Salary: Up to £38,000 (depending on experience)
James & Partners is working with a growing international wealth management group looking to appoint an experienced Financial Services Administrator to join its UK office in Guildford.
About the Role
This is an excellent opportunity to join a business with:
- An established UK presence
- A wider international footprint across multiple wealth management markets
- A culture of continuous expansion in platform development, adviser support, and operational capabilities
Unlike a purely process-driven role, this position emphasises:
- Direct collaboration with advisers, senior leadership, and clients
- Active participation in the client administration process
The ideal candidate should enjoy working closely with teams to ensure seamless client service and operational efficiency.
Key Responsibilities
The Financial Services Administrator will support the UK wealth management team across:
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- Client administration, new business processing, and ongoing servicing
- Maintenance of client files, records, and internal documentation
- Provider & platform liaison, including advisers and clients
- Annual reviews, valuations, and policy information collection
- Ensuring smooth progression of outstanding cases
- Client onboarding and documentation management
- Strengthening internal processes and compliance standards
- Providing broader operational support as needed
While not a full paraplanning role, experience or interest in paraplanning, report preparation, or technical financial planning is highly desirable.
Required Experience & Qualifications
Applicants should ideally have:
- Previous experience in financial services administration
- Background in wealth management, financial planning, or an IFA (Independent Financial Advisor) environment
- Strong understanding of pensions, investments, and general financial administration
- Familiarity with platforms and external providers
- Attention to detail and excellent organisational skills
- Confident communication (written & verbal)
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Additional Assets (Not Essential)
- Exposure to paraplanning or report preparation
- Experience structuring or maintaining client files or review packs
Benefits & Working Arrangements
- Full-time position (Monday–Friday)
- Initially office-based in Guildford (four days per week)
- Opportunity to contribute to the growth of a dynamic international organisation
- Play a pivotal role in building a high-quality support function
Employer & Contact
For a confidential discussion, please contact: Zak James James & Partners
This role is perfect for experienced professionals eager to join a thriving team and support the expansion of a leading wealth management organisation.
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