At a Glance
- Tasks: Support financial advisors by preparing documents and managing client records.
- Company: Join a leading wealth management firm in Surrey with a supportive team.
- Benefits: Enjoy hybrid working, competitive salary, pension, health insurance, and bonuses.
- Other info: Great opportunity for career growth in a dynamic environment.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Strong organisational skills and attention to detail are essential.
The predicted salary is between 35000 - 40000 £ per year.
Morgan Mc Kinley (Guildford) is seeking an IFA Administrator to support financial advisors in a Surrey-based wealth management firm.
You will prepare documents for client meetings, manage risk assessments and illustrations, and ensure complete, compliant client records.
The role offers hybrid working after probation, a competitive salary up to £40k, and a broad benefits package including pension, private health insurance, life cover, salary reviews and annual bonus.
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Contact Details:
Morgan McKinley (Guildford) Recruitment Team
We think you need these skills to ace Investment Admin Specialist | Hybrid & Study Support
Document Preparation
Client Meeting Support
Risk Assessment Management
Illustration Management
Compliance Knowledge
Record Keeping
Attention to Detail
