Financial Planning Administrator

An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a highly respected and growing financial planning business based in Farnham.

This role would suit someone with excellent organisational and communication skills who enjoys working in a fast-paced environment, delivering exceptional client service and supporting Financial Advisers throughout the advice process. You’ll be joining a collaborative team that values professionalism, continuous improvement and career development.

About the Company

Over the years, the firm has experienced significant growth through both organic expansion and strategic acquisitions, building a strong reputation for delivering high-quality, personalised financial advice. Today, they advise on billions of pounds of client assets and continue to invest in their people, technology and client experience. The business prides itself on fostering an inclusive and supportive culture where employees are encouraged to develop their skills, contribute ideas and build long-term careers.

The Role

• Delivering an outstanding client experience at every stage of the advice process.
• Assisting with the onboarding of new clients and servicing existing relationships.
• Building strong working relationships with clients, advisers and paraplanners.
• Maintaining accurate client records and managing workflow through the CRM system.
• Communicating confidently with clients by telephone and email.
• Supporting the wider team with operational improvements and business projects.
• Contributing positively to a collaborative and high-performing team environment.

About You

We’re looking for someone who is organised, proactive and committed to delivering excellent service. You will already have experience within a financial planning environment and be keen to continue developing your career.

Ideally, you’ll have:

• Experience working within an IFA or wealth management practice.
• Good knowledge of ISAs, GIAs, pensions and investment bonds.
• Experience using CRM systems within financial services.
• Excellent communication and relationship-building skills.
• Strong organisational skills with great attention to detail.
• A proactive mindset and willingness to identify and improve existing processes.
• A genuine commitment to providing exceptional client service.

Working Arrangement

The business recognises the importance of flexibility and is committed to supporting employees with working arrangements that promote both wellbeing and productivity wherever possible. This is a hybrid position based from the Farnham office, with three days in the office and two days working from home.