Financial Planning Administrator

Job Ref91090LocationFarnhamSalary£28,000 - £35,000 Per AnnumEmployment TypePermanent Location: Farnham, Surrey Type: Permanent Job #91090 Salary: £28,000 - £35,000 Per Annum Financial Planning AdministratorFarnham, Hybrid Working + Excellent BenefitsAre you an experienced Financial Planning Administrator looking to join a highly regarded wealth management firm with hybrid working and strong career progression?A well-established and growing wealth management firm is looking to recruit a Planning Support Administrator to join their collaborative team in Farnham.This is an excellent opportunity for someone with experience in financial planning administration who is looking to develop their career within a supportive environment that values teamwork, strong client service and professional development.The firm has built an excellent reputation within the market and continues to grow, providing high-quality financial planning and discretionary investment management services to private clients, trusts and institutions.Responsibilities Will IncludeSupporting advisers and paraplanners with client onboarding and ongoing administration Processing new business across pensions, ISAs, GIAs and bonds Maintaining and updating client records using CRM systems Communicating with clients via telephone and email Liaising with providers to obtain policy information and progress cases BenefitsSalary up to £35,000 Bonuses Hybrid working 25 days holiday + bank holidays Life assurance Income protection Exam support – one off bonuses for exams past Pension scheme Access to a flexible benefits platform A supportive environment focused on career development and progression To Be Considered For This IFA Administrator PositionExperience working within a financial planning or wealth management firm, so can process new business Ideally be knowledge of investment products including pensions, ISAs, GIAs and bonds Experience using CRM systems Strong organisation and communication skills If you have experience within financial planning administration and are looking to join a supportive firm with excellent career prospects and hybrid working, please apply today or contact us for more information.