Financial Administrator – Wealth Management

About the role

We are seeking a Financial Administrator to join a well‑established independent financial advisory firm in Godalming. You will support a team of financial and mortgage advisers by handling client onboarding, documentation, and compliance tasks.

Key responsibilities

• Collect and verify clients' personal and financial details.
• Prepare letters of authority, valuation reports, and meeting documentation.
• Onboard new clients and conduct AML (anti‑money‑laundering) checks.
• Liaise with product providers and manage correspondence.
• Utilise multiple investment platforms (Quilter, Aviva, Elevate, Standard Life Wrap, Transact) to support adviser activities.

Required profile

• Experience in a financial administration or similar role within wealth management.
• Strong attention to detail and ability to manage confidential information.
• Willingness to work closely with paraplanners and senior advisers.

Required skills

• Proficiency with Intelligent Office CRM.
• Familiarity with investment platforms such as Quilter, Aviva, Elevate, Standard Life Wrap and Transact.
• Knowledge of AML compliance procedures.

What we offer

• Competitive salary of £30,000‑£38,000 per year.
• 25 days of holiday plus pension contributions.
• Bonus scheme, DIS and income protection.
• Study support for professional exams.
• Accessible parking and extensive exposure to senior advisers.