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For Companies At a Glance
- Tasks: Support advisers and clients in a dynamic wealth management environment.
- Company: Established wealth management firm with a supportive culture.
- Benefits: Competitive salary, career progression, and a collaborative team atmosphere.
- Why this job: Join a professional team and make a real impact in financial services.
- Qualifications: Experience in financial services and strong attention to detail required.
- Other info: Convenient Thames Ditton location with great transport links.
The predicted salary is between 30000 - 35000 £ per year.
Financial Administrator – Wealth Management
Location: Thames Ditton, Surrey
Salary: £30,000-£35,000 (depending on experience)
Hours: Full-time
Excellent opportunity has arisen for an experienced Financial Administrator to join a well‑established and professional wealth management firm based in Thames Ditton, Surrey. This role is ideal for someone with strong attention to detail and a genuine interest in financial services who is looking to develop their career with a supportive and client‑focused environment.
The Role
As a Financial Administrator, you’ll play a key role in supporting advisers and clients, ensuring the smooth running of daily operations. You’ll be responsible for client onboarding, investment administration, compliance, and general operational support—helping the team deliver outstanding service to their clients.
Key Responsibilities
- Assist with client onboarding, including KYC and AML checks.
- Maintain accurate client files, investment mandates, and regulatory records.
- Respond to client queries promptly and professionally.
- Process investment instructions, portfolio valuations, and performance reports.
- Liaise with investment platforms to ensure accurate settlements and reconciliations.
- Process payments and transfers within agreed timescales.
- Support compliance processes, including due diligence and regulatory checks.
- Provide administrative and diary management support to advisers.
About You
- Experience within financial services, ideally wealth management or investment administration.
- Excellent attention to detail and accuracy.
- Strong organisational and multitasking skills in a fast‑paced environment.
- Professional communication skills, both written and verbal.
- Proficient in Microsoft Office and CRM or portfolio management systems.
What’s on Offer
- Competitive salary of £30,000-£35,000, depending on experience.
- Supportive and collaborative team culture.
- Genuine opportunities for career progression within the wealth management sector.
- Convenient Thames Ditton location with local amenities and transport links.
If you’re looking to take the next step in your financial administration career and join a firm that values accuracy, integrity, and professionalism, we’d love to hear from you.
IFA Administrator - Thames Ditton employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator - Thames Ditton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about opportunities at wealth management firms. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you answer questions confidently and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to client onboarding and compliance processes. We want you to shine when discussing your experience and how it relates to the role of a Financial Administrator.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace IFA Administrator - Thames Ditton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Administrator role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your genuine interest in the role and the company. Share specific examples of your attention to detail and organisational skills, as these are key for us.
Showcase Your Communication Skills: Since professional communication is crucial in this role, make sure your written application reflects that. Keep your language clear and concise, and don’t forget to proofread for any typos or errors before hitting send!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Stuff
Brush up on your knowledge of financial services, especially wealth management. Be prepared to discuss key concepts like KYC, AML, and investment administration. Showing that you understand the industry will impress the interviewers.
✨Showcase Your Attention to Detail
Since this role requires a keen eye for detail, come ready with examples from your past work where your attention to detail made a difference. Whether it’s maintaining accurate client files or processing investment instructions, highlight how you’ve excelled in these areas.
✨Practice Professional Communication
You’ll need to respond to client queries and liaise with advisers, so practice your communication skills. Consider doing mock interviews with a friend or family member to refine your verbal and written communication, ensuring you come across as professional and articulate.
✨Familiarise Yourself with Tools
Make sure you’re comfortable with Microsoft Office and any CRM or portfolio management systems mentioned in the job description. If you have experience with specific tools, be ready to discuss how you’ve used them effectively in previous roles.
