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Financial Planning Administrator

Heat Recruitment
Location 📍 Dorking, United Kingdom
Posted 📅 June 13, 2026
Work Type ⏰ Full-time

Position Overview

Location

Dorking

Salary £28000 - £35000 TypePermanent WorkplaceHybrid Ref89870

Recruiter Managing This Role

IFA Administrator

Up to £35,000 

Dorking, 1 day working from home 


Are you an experienced IFA Administrator looking to join a supportive and forward thinking firm? Were working with a well-established Independent Financial Adviser (IFA) practice based in Dorking that is seeking a administrator to join their growing team.


Youll play a key role in supporting a team of Financial Advisers by ensuring the smooth and efficient processing of client business. Responsibilities will include:

  • Preparing and processing new business applications and client reviews
  • Liaising with providers and clients to obtain and update information
  • Maintaining accurate client records using CRM systems
  • Producing valuation reports and documentation for client meetings

  • To be conside...

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    Job Details

    Employment Type
    Full-time
    📊
    Category
    Financial Specialists
    🏠
    Work Arrangement
    On-site
    📍
    Location
    Dorking, United Kingdom