Junior financial administrator Work, Jobs in Leatherhead, Eng (with Salaries)

IFA Administrator/ Trainee paraplanner
PPSL —Epsom
- £30,000 - £45,000 a year
- Full-time
- CRM software
- Analysis skills
- Organisational skills
- Profit sharing
- Sick pay
Quick apply
Pensions Administrator
Secret Intelligence Service —London
- £40,428 - £43,705 a year
- Part-time
- English
- Maths
- Human resources
- Annual leave
1d
Junior People & Office Operations (Maternity Cover)
Adzuna —Fulham
- £32,000 - £35,000 a year
- Full-time
- Hybrid work
- English
- Microsoft Office
- Administrative experience
- Annual leave
- Work from home
Quick apply
Junior Fund Accountant
NextEnergy Group —London
- Hybrid work
- Microsoft Excel
- English
- Accounting
Quick apply
1d
Junior Fund Accountant, Private Credit
ESR Group —London
- Microsoft Excel
- Accounting
Quick apply
Systems Administrator (Corporate IT)
The Voleon Group —London
- Full-time
- Hybrid work
- Mentoring
- Scripting
- IT
- Referral programme
Senior Pension Administrator
Aptia Group —Leatherhead
- Full-time
- Analysis skills
- Communication skills
Finance Systems Administrator
JKS Restaurants —London
- Full-time
- Bar
- Data entry
- Employee assistance programme
- Referral programme
Quick apply
Pensions Administrator
MI5 - The Security Service —London
- £40,428 - £43,705 a year
- Full-time
- English
- Maths
- Presentation skills
- Annual leave
1d
SOC Analyst
NCC Group —London
- Full-time
- Hybrid work
- Windows
- Computer networking
- IT
- Annual leave
Quick apply
Salesforce Administrator
Methods Business and Digital Technology —London
- Full-time
- Hybrid work
- CRM software
- Management
- Computer Science
- Employee assistance programme
Quick apply
Senior Financial Planner
WTW —Reigate
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Non Life Actuary - Risk & Capital - Manager
Pwc UK —London
- Full-time
- Hybrid work
Salesforce Data 360 Developer
NTT Ltd —London
- Azure
- Sales
- Salesforce
12d
19418 - CM&A - Securitised Lending Team - Assistant Vice President
Sumitomo Mitsui Banking Corporation —London
- Hybrid work
- Annual leave
Salesforce Data 360 Developer
NTT Data UK —London
- Azure
- Sales
- Salesforce
12d
Salesforce Senior Quality Assurance Engineer
Trustpilot —London
- Azure
- Salesforce
- Analysis skills
- Employee assistance programme
- Employee discount
Technical Account Manager - UK Security Clearance eligibility required
Appvia —London
- £100,000 - £120,000 a year
- Full-time
- Hybrid work
- Azure
- Sales
- AWS
- Employee assistance programme
- Flexible schedule
Quick apply
Property Manager
Praxis Real Estate Management Ltd —London
- Full-time
- In-person
- Work from home
- Employee assistance programme
Quick apply
Senior Technical Product Manager – Financial Data Distribution
Institutional Shareholder Services —London
- Full-time
- English
- Master's degree
- Analysis skills

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junior financial administrator jobs near leatherhead, eng

IFA Administrator/ Trainee paraplanner

PPSL
Epsom

Quick apply

Job details

Full-time
£30,000 - £45,000 a year

Benefits

Profit sharing
Company pension
Sick pay
On-site parking

Qualifications

CRM software
Financial planning
Report writing
Analysis skills
Organisational skills
Financial services
Certificate in Insurance

Full job description

We are looking for an experienced IFA Administrator/ Trainee Paraplanner to join our team and work closely with the Managing Director and a second adviser. This is a senior administration role and the primary focus is end-to-end client and investment administration, carried out to a high standard with minimal supervision.

You will be supported by a junior administrator and will work alongside a paraplanner. Over time, and for the right candidate, there is scope to develop into a paraplanning function, though this is not a requirement of the role and a long-term career administrator pathway is equally valued, however we happy to develop into a paraplanner.

Key Responsibilities

End-to-end client administration: new business, onboarding, annual reviews, and ongoing client servicing.
Processing trades, withdrawals, and investment instructions on platforms including AJ Bell, Aviva, and Transact.
Overseeing Letters of Authority (LOAs) and managing the transfer process.
Maintaining and updating client records accurately within Plannr CRM.
Coordinating and preparing paperwork for annual review meetings.
Liaising directly with clients, providers, and platforms in a professional and timely manner.
Supporting the rebalancing of model portfolios following annual reviews or client investment/withdrawal events.
General office administration and contributing to the smooth running of the business.
Over time: assisting with preparation and drafting of annual review letters, including basic recommendations such as adjusting withdrawals or investing surplus cash, and preparing or updating client financial plans in Voyant.

What We Are Looking For

The ideal candidate will have:

Approximately two years’ experience in an IFA or financial planning environment.
Solid understanding of the IFA advice process, including platforms, product wrappers (ISAs, pensions, bonds), and the administration that supports them.
Experience with or working knowledge of AJ Bell, Aviva, and/or Transact platforms (desirable, not essential).
Familiarity with Plannr or a comparable CRM system and experience with Voyant cashflow modelling is an advantage.
Strong attention to detail, the ability to manage competing priorities, and a proactive approach to getting things done.
A professional and personable manner when dealing with clients and colleagues.

Qualifications

No specific qualifications are required for this role. Relevant CII qualifications are advantageous. We are committed to supporting professional development and will fund relevant exams for the right candidate.

Pay: £30,000.00-£45,000.00 per year

Benefits:

Company pension
On-site parking
Profit sharing
Sick pay

Work Location: In person

Quick apply

Refine Your Search

junior financial administrator jobs in leatherhead, eng

IFA Administrator/ Trainee paraplanner

Pensions Administrator

Junior People & Office Operations (Maternity Cover)

Junior Fund Accountant

Junior Fund Accountant, Private Credit

Systems Administrator (Corporate IT)

Senior Pension Administrator

Finance Systems Administrator

Pensions Administrator

SOC Analyst

Salesforce Administrator

Senior Financial Planner

Non Life Actuary - Risk & Capital - Manager

Salesforce Data 360 Developer

19418 - CM&A - Securitised Lending Team - Assistant Vice President

Salesforce Data 360 Developer

Salesforce Senior Quality Assurance Engineer

Technical Account Manager - UK Security Clearance eligibility required

Property Manager

Senior Technical Product Manager – Financial Data Distribution

I want to receive the latest job alerts for junior financial administrator in leatherhead, eng

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