Financial Divisions
Walton-on-Thames · Posted 2 Nov 2026 · 4 applicants
This is a role for a career administrator who wants to work closely with an established adviser and a client base of real quality. The practice looks after around 100 clients with average investable assets of around £1 million, including a number with considerably more, and has built a strong reputation among successful, professional sports men and women.
The office is set in a beautiful space which makes for a pleasant environment to spend the working day. You will work directly with the adviser, taking responsibility for the administration that keeps client relationships running smoothly. That means onboarding new clients, preparing letters of authority and valuations, carrying out AML checks, liaising with product providers and platforms, and preparing meeting documentation. Experience of Intelligent Office (Intelliflo) would also be highly desirable.
The firm is looking for someone with solid experience in a financial planning administration role who sees this as a long-term career rather than a stepping stone. You will need to live locally, as during probation and training you will be office based. Once completed a hybrid working model is on offer, allowing two to three days a week working from home.
The role will suit an organised, discreet and personable administrator who takes pride in the quality of their work and enjoys working with a varied and interesting client base.