Financial Planning Administrator

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.

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

• 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.

• 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.