Financial Planning Administrator, Client Services

2 weeks ago


Guildford Surrey, United Kingdom JJ SEARCH LIMITED Full time
Job Description

28-35K Salary (depending on experience)

The Client

A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals

The Role

This is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth Management environment.

The Financial Planning Administrator will have financial planning / IFA client services experience and will provide a high level of support to a team of Financial Advisors.

The Financial Planning Administrator will liaise and communicate successfully with external clients, internal key stakeholders , Insurance Companies and External Platform Providers, Investment Managers.

The Financial Planning Administrator will provide support to assist the Financial Planning Team in reaching new business and provide support to the relevant Financial Adviser or Wealth Consultant in detailed research (quotes, product selection and existing product review) in preparation of recommendations/review reports.

Process new business including submission, follow up of medicals if required, income management and distributing policy documents to clients.

The Financial Planning Administrator will perform CRM database administration and will assist with diary management, preparation of valuations, compliance documents and application packs.

The Candidate

Client Administration experience - either from financial planning, wealth management, investment management background.

Good knowledge of financial planning, such as products like pensions and investments.

Strong time management skills and able to meet deadlines

Numerate and educated to A Level standard

Knowledge of Advanced Microsoft Word/Excel/Outlook, with CRM database experience (Intelliflo, or similar)



  • Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    Job Description 28-35K Salary (depending on experience) A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals This is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth Management environment....


  • Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time

    28-35K Salary (depending on experience) The Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals The Role This is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth Management...


  • Guildford, Surrey, United Kingdom JJ Search Ltd Full time

    The Client Ahighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London. The Role The Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team. The Financial Planning Administrator role will providea high level of administrative supporttoWealth Management...


  • Guildford, Surrey, United Kingdom JJ Search Ltd Full time

    The Client Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match. Ahighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London. The Role The Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team. The...


  • Guildford, Surrey, United Kingdom Lime Search & Select Ltd Full time

    My client is a leading Financial Planning firm based in the Guildford areas, but with offices Nationwide, managing clients money and providing sound financial Advice to both businesses and individuals with regards to Pensions, Investments, Retirement / Estate Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently...


  • Guildford, United Kingdom Idex Full time

    We are working with a large wealth management company looking to take on an experienced Financial Planning Administrator to support the successful Financial Planners in the Guildford office.This role is suitable for someone who is already working in a financial planning support role and who has knowledge of pensions and investments.Responsibilities will...


  • Guildford, Surrey, United Kingdom Idex Full time

    We are working with a large wealth management company looking to take on an experienced Financial Planning Administrator to support the successful Financial Planners in the Guildford office.This role is suitable for someone who is already working in a financial planning support role and who has knowledge of pensions and investments.Responsibilities will...


  • Guildford, United Kingdom mbf. Full time

    Mbf are working with a national financial planning organisation in Guildford to recruit a Financial Services Administrator. Our client has offices across the UK, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth. The role will involve working closely with senior members of the team (who will provide...


  • Guildford, Surrey, United Kingdom JJ Search Ltd Full time

    The Client Ahighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London. The Role The Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team. . click apply for full job details


  • Guildford, United Kingdom Recruit UK Full time

    **Job Title** Financial Administrator **Industry** Financial Services **Location**Guildford **Salary**up to £35,000 **Job Reference**7320 Are you a financial administrator looking to support one of the UK’s leading companies? Are you client-focused, motivated, and driven to provide a high-quality service? If so, RecruitUK is working with a thriving...


  • Guildford, Surrey, United Kingdom JJ Search Ltd Full time

    Ahighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London. The Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team. .


  • Guildford, United Kingdom Hooray Recruitment Full time

    **Financial Services Administrator** **Are you looking for a foot in the door to a financial services career? Have you been seeking a clear-cut progression path? Do you have experience in a Financial Services, Banking, Finance, or Insurance based role? GREAT - I would love to speak with you.** My Guilford based client, with 9 offices across the UK in...


  • Guildford, Surrey, United Kingdom AJ Chambers ® Full time

    Job Description We are currently representing an International Law Firm who are actively seeking a Client Services Administrator for their Guildford office. You will be joining the Private Wealth Disputes team in a highly reputable firm. You will ideally have some admin/customer service experience. Role & Responsibilities Customer Service: Able to...


  • Guildford, United Kingdom JJ Search Ltd Full time

    The ClientAhighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London.The RoleThe Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team.The Financial Planning Administrator role will providea high level of administrative supporttoWealth Management...


  • Guildford, United Kingdom JJ Search Ltd Full time

    The ClientAhighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London.The RoleThe Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team.The Financial Planning Administrator role will providea high level of administrative supporttoWealth Management...


  • Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Our client is looking for a Financial Administrator to join their team in Surrey. Key Responsibilities: Deal effectively with queries from clients and other parties through effective communication.Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client...


  • Guildford, United Kingdom JJ Search Ltd Full time

    The Client Ahighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London. The Role The Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team. . click apply for full job details


  • Surrey, United Kingdom Financial Divisions Full time

    Outstanding opportunity for a Financial Adviser - £75k - £80k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...


  • Surrey, United Kingdom Financial Divisions Full time

    Outstanding opportunity for a Financial Adviser - £75k - £80k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...


  • Surrey, United Kingdom Financial Divisions Full time

    Job Description Chartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing...