At a Glance
- Tasks: Manage client administration and support financial advisers in a dynamic environment.
- Company: Reputable financial planning practice with a collaborative and supportive culture.
- Benefits: Competitive salary, professional development, and a friendly working atmosphere.
- Other info: Opportunities for career growth into paraplanning or management roles.
- Why this job: Join a busy team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial administration and strong organisational skills.
The predicted salary is between 35000 - 45000 £ per year.
Our client is a whole-of-market financial planning practice based in Surrey, with an established team of advisers, paraplanners and support staff.
They provide high-quality financial planning to a private client base that includes City professionals, families, business owners, retirees and HNW individuals, many of whom hold investable assets of £250,000 to £5 million.
They have a strong reputation built over many years and a team culture that is professional, collaborative and supportive.
This is a busy practice with a friendly working environment.
The Role They are looking for an experienced IFA Administrator to join the team and work closely with the Managing Director and a second adviser, supporting approximately 120 client households.
This is a senior administration role and the primary focus is end-to-end client and investment administration, carried out to a high standard with minimal supervision.
You will be supported by a junior administrator and will work alongside a paraplanner.
Over time, and for the right candidate, there is scope to develop into a paraplanning function or management, though this is not a requirement of the role and a long-term career administrator pathway is equally valued.
Key Responsibilities End-to-end client administration: new business, onboarding, annual reviews, and ongoing client servicing.
Processing trades, withdrawals, and investment instructions on platforms inclu...
