Financial Planning Administrator

Job Title: Financial Planning Administrator
Contract Type: Permanent
Location: Farnham
Reference: 1277403
Contact Email:
Job Published: May 19, 2022 16:46

Job Description

Financial Planning Administrator
An excellent opportunity has arisen for a financial planning administrator to work as part of a growing team.  We are looking for an IFA Administrator to support the financial advisers, liaise with providers and third parties.  You will be joining a friendly and experienced team where you will be given full training.

You will be part of a fast-paced team who provide full end to end administrative support to clients ensuring they always receive a high level of service. We are open to experience levels, so, if you are an experienced administrator or someone who is looking to start a career in financial services this could be the role for you!
Duties include:
  • Preparing client packs for annual reviews and ad-hoc meetings
  • Preparing recommendation reports, including any applications and additional documentation
  • Provide financial advisers will full administrative support
  • Process new and existing business
  • Dealing with providers
  • Liaise with other professionals such as accountants, solicitors and product providers
  • Updating advisers and clients regularly to meet expectations
  • Update and maintain the back-office system
  • Processing and managing letters of authorities
In return you will be provided a competitive salary dependent on experience level: £20,000 - £28,000 as well as exam support and career progression along with continuous training. You will also be provided a fantastic benefits package.