Financial Planning Administrator

Position: Financial Planning Administrator (Permanent)
Financial Planning Administrator

Guildford

£36,000 - £42,000

Faith Recruitment are recruiting for a Financial Planning Administrator who holds or is working towards their Level 4 Diploma in Financial Planning to join their expanding team. This varied and fulfilling role will play a pivotal part in supporting both paraplanners and financial advisers, helping to maintain the high standards of service their clients receive. You must hold a full UK Driving License and have access to a car due to the location of the office.

Benefits:

Free Parking
Company Pension
Group Life Insurance
Competitive salary of £36,000 - £42,000

Key Responsibilities:

Manage administrative tasks including anti-money laundering (AML) documentation, account applications, transfers, and policy changes.
Act as a key liaison between Financial Planners, the support team, and clients.
Maintain and update systems and records to ensure accurate and compliant data.
Prepare client-facing materials such as reports, valuations, and meeting documentation.
Conduct paraplanning research.
Monitor and review the quality of administrative workflows.

Requirements:

5+ years of administration experience within the Financial Planning industry.
Qualified to, or actively working toward, a Level 4 Diploma in Financial Planning.
Understanding of pensions, investments, and the use of financial planning platforms.
Must hold a full UK Driving License and have access to a car