Client IFA Administrator An excellent opportunity has arisen for an experienced IFA Administrator to join a highly regarded Independent Financial Advisory firm renowned for its professional, client-focused approach to wealth planning. The business combines the personal, close-knit culture of a boutique firm with the resources, stability and infrastructure of an established wealth planning organisation. This role would be ideal for an experienced IFA Administrator who enjoys working closely with Advisers and Paraplanners, takes pride in delivering a high level of client service, and wants to become a valued member of a collaborative and supportive team. The Role You ll work closely with one of the firm s most experienced Advisers, alongside another IFA Administrator, supporting an established and valued client portfolio. Your responsibilities will include: * Providing dedicated administrative support to the Adviser and their established client bank * Preparing comprehensive client meeting packs, ensuring all documentation is accurate, compliant and up to date * Processing new business applications and liaising with providers to obtain progress updates and relevant information * Maintaining accurate and up-to-date client records across internal systems * Working closely with Paraplanners and providing technical administration support throughout the advice process * Supporting the annual revie...
Client IFA Administrator in Surrey employer: Anthony Alexandra
Join a well-established and growing financial services firm that prides itself on its supportive work culture and commitment to employee development. With over 50 years of industry expertise, this independent advisory offers excellent career progression opportunities and the chance to work with a diverse range of clients, ensuring you can make a meaningful impact in the property finance sector. Enjoy a collaborative environment where your contributions are valued, and you can thrive alongside a dedicated team of professionals.
