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Financial Planning Administrator

Job Posted: 6 days ago

Salary: £ 30,000 - 38,000 / Annum
Job Type: Permanent
Location: Godalming

Expire in: 22 days

Job Description

Up to £38,000 + 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.

#FinancialServices2026

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