Financial Planning Administrator

Financial Planning Administrator – Farnham

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

This role would suit an organised, proactive professional who enjoys working in a fast-paced environment and takes pride in delivering an exceptional client experience. You’ll provide essential support to Financial Advisers and work closely with clients, Paraplanners and the wider team throughout the advice process.

You’ll be joining a collaborative and forward-thinking business that values professionalism, continuous improvement and, importantly, the development and progression of its people.

About the Company

The business has grown significantly over recent years through a combination of organic growth and strategic acquisitions, establishing a strong reputation for delivering high-quality, personalised financial planning advice.

The culture is inclusive, supportive and collaborative, with employees encouraged to develop their expertise, share ideas and take an active role in improving the way the business operates. There are genuine opportunities to build a long-term career within a growing and ambitious organisation.

The Role

As a Financial Planning Administrator, you’ll play a key role in supporting the delivery of a first-class client experience.

Your responsibilities will include:

• Supporting the onboarding of new clients and the ongoing servicing of existing client relationships
• Providing high-quality administrative support throughout the financial planning and advice process
• Building strong and professional relationships with clients, Financial Advisers and Paraplanners
• Maintaining accurate and up-to-date client records and managing workflow through the CRM system
• Communicating confidently and professionally with clients via telephone and email
• Ensuring client requests and administrative tasks are dealt with efficiently and accurately
• Supporting the wider team with operational improvements and business projects
• Identifying opportunities to improve processes and enhance the client experience
• Contributing positively to a collaborative, supportive and high-performing team environment

About You

We’re looking for someone who is organised, proactive and genuinely committed to delivering excellent client service.

You’ll ideally already have experience within a financial planning, IFA or wealth management environment and be looking for an opportunity where you can continue to develop your knowledge and progress your career.

Ideally, you’ll have:

• Previous experience within an IFA, financial planning or wealth management practice
• Good working knowledge of Pensions and Investment products
• Experience using CRM systems within financial services
• Excellent written and verbal communication skills
• Strong relationship-building skills and a professional approach to client service
• A genuine commitment to providing an outstanding client experience
• The ability to work effectively in a busy, collaborative environment

Working Arrangement

The business recognises the importance of flexibility and is committed to supporting working arrangements that promote both wellbeing and productivity.

This is a hybrid position, based from the firm’s Farnham office, with three days in the office and two days working from home.

This is an excellent opportunity to join a successful and growing financial planning business where you’ll be valued as part of the team, supported in your development and given the opportunity to build a long-term career.