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IFA Administrator - Godalming
£27,000 - £37,000
A well-established Financial Planning firm in Godalming is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment.
The role is fully office based (with the occasional remote day), offering excellent training, exam support, and genuine career development opportunities.
As an Administrator, you will play a key role in managing the client lifecycle from start to finish, ensuring a seamless client experience and supporting the advice team.
Benefits
• Salary up to £35,000
• Free parking
• Private Medical Insurance (Bupa)
• Life Assurance (3x salary)
• Aegon pension (5% employer contribution, option to invest in company CIP)
• 25 days holiday + holiday purchase scheme (buy/sell up to 5 days)
• Full exam support
• Enhanced maternity/paternity pay
• Office-based role with supportive team culture
• Occasional day of work from home if needed
To be considered for this IFA Admin position:
• At least 1 year’s experience in financial services administration
• Knowledge of Intelligent Office (IO) is advantageous
• Strong administrative and organisational skills with excellent attention to detail
• Ability to manage workload effectively and prioritise client requests
• Eagerness to continue personal and professional development
Apply today to be considered for this exciting opportunity. If suitable, one of our specialist consultants will be in touch to discuss the role in detail before your CV is submitted to the clientDo not include the following in your job application, CV, or cover letter:
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Ifa Administrator job near me in Godalming, Surrey! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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