IFA Administrator / Investment Administrator We have an exciting opportunity for an experienced IFA Administrator / Investment Administrator to join a well established Wealth Management firm in Surrey. You will be working as part of a friendly, supportive team who are focused on delivering an outstanding service to clients. Alongside a competitive salary of up to £39k the benefits package is excellent, including 25 days holiday plus Bank Holidays, pension (5% employer contribution), private health insurance for employee and partner, life insurance, annual salary review, annual bonus, hybrid working (on completion of probation, 1 day a week working from home), flexible working policy, support for professional development including study support for relevant qualifications and time off for events etc, opportunities for career development and a really supportive, friendly culture. Duties include: Provide administrative support to financial advisors Prepare documents before and after client meetings / investment reviews such as risk assessments, existing scheme information, illustrations, suitability paperwork etc Support annual review processes, ensuring client records are up to date Liaise with product providers, ensuring all compliance requirements are met Maintain accurate client data within internal systems Suppo...
IFA Administrator in Surrey employer: Morgan McKinley Careers
Morgan McKinley offers a dynamic and supportive work environment in Tiverton, where employees are encouraged to grow and develop their skills. With ambitious growth plans and a focus on transformation, the company provides unique opportunities for professional advancement and involvement in strategic initiatives. The collaborative culture fosters teamwork and innovation, making it an excellent employer for those seeking meaningful and rewarding careers in finance.
