Job Description
Location: Office-based (Godalming area, Surrey)
Salary: Up to £35,000 depending on experience
The opportunity
We're working with a highly respected, independent wealth management firm based in the Godalming area. They provide fully bespoke, whole-of-market financial advice to private clients and families and are known for their transparent, client-focused approach.
This is a fantastic opportunity for an experienced IFA Administrator who enjoys working independently, takes pride in accuracy and detail, and thrives in a professional, supportive environment.
You'll be joining a close-knit team where quality of service comes first, and where every team member plays a key role in delivering exceptional client care.
The role
As an Administrator, you'll be an integral part of the advice process - supporting advisers with high-quality technical and administrative work.
Your responsibilities will include:
- Providing administrative support for client investment and financial planning cases
- Preparing documentation and packs before and after client meetings (including illustrations and suitability paperwork)
- Managing annual review processes and ensuring client records are up to date
- Liaising with product providers and ensuring all compliance requirements are met
- Maintaining accurate client data within internal systems
- Supporting advisers with client updates and communications
- Working across multiple platforms including IO, Quilter, Abrdn and Elevate
You'll be part of a collaborative, experienced team but trusted to manage your own workload and work proactively day-to-day.
About the company
Our client is an established wealth management firm that prides itself on professionalism, integrity, and a truly personal service. They foster a culture of honesty, transparency, and doing the right thing for their clients.
Community engagement is also at the heart of what they do - the business regularly supports local organisations and initiatives as part of its commitment to giving back.
What's on offer
- Salary up to £35,000 depending on experience
- 100% office-based position with a friendly, professional team
- Opportunity to develop your technical knowledge and take on more advanced responsibilities over time
- Flexibility to accrue hours and take them back later, supporting a healthy work-life balance
- Dedicated Admin Manager to manage workflow and provide support where needed
- Supportive, stable environment with a clear structure and experienced leadership team
Next steps
If you're an experienced financial services administrator looking for a professional, well-run firm where you can add real value and grow your technical expertise, we'd love to hear from you.
