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Financial Planning Administrator

Remote / Online - Candidates ideally in
Godalming, Surrey County, GU7, England, UK
Listing for: Eden Rose
Remote/Work from Home position
Listed on 2026-01-11
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration
Salary/Wage Range or Industry Benchmark: 27000 - 35000 GBP Yearly GBP 27000.00 35000.00 YEAR
Job Description & How to Apply Below

IFA Administrator - Godalming

£27,000 - £35,000

A well-established Financial Planning firm in Godalming is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment.

The role is fully office based (with the occasional remote day), offering excellent training, exam support, and genuine career development opportunities.

As an Administrator, you will play a key role in managing the client lifecycle from start to finish, ensuring a seamless client experience and supporting the advice team.

Benefits
  • Salary up to £35,000
  • Free parking
  • Private Medical Insurance (Bupa)
  • Life Assurance (3x salary)
  • 5% employer contribution
  • 25 days holiday + holiday purchase scheme
  • Full exam support
  • Enhanced maternity/paternity pay
  • Office-based role with supportive team culture
  • Occasional day of work from home if needed
To be considered for this IFA Admin position:
  • At least 1 year’s experience in financial services administration
  • Knowledge of Intelligent Office (IO) is advantageous
  • Strong administrative and organisational skills with excellent attention to detail
  • Abilit...
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