Financial Administrator – End-to-End Pensions & Investments

Confidential is a well-established Independent Financial Advisor based in Godalming seeking a Financial Administrator to support end-to-end processing of new business and ongoing client administration across pensions, investments, tax planning, retirement planning and IHT.

The role offers study support for exams, accessible parking, and close collaboration with paraplanners and experienced advisers. Four days in the office per week.

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