At a Glance
- Tasks: Provide admin support to financial advisors and manage client communications.
- Company: Established Wealth Management firm with a friendly, supportive team.
- Benefits: Up to £40k salary, 25 days holiday, hybrid working, and health insurance.
- Other info: Great career development opportunities and a flexible working policy.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in administration and strong communication skills.
The predicted salary is between 35000 - 40000 £ per year.
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 40k, 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
- Opportunities for career development
- 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
- Support with client updates and communications
- Process new business applications, including checks to confirm document accuracy
Contact Details:
Morgan McKinley (Guildford) Recruitment Team
We think you need these skills to ace IFA Administrator in Surrey
Administrative Support
Client Communication
Document Preparation
Risk Assessment
Compliance Knowledge
Data Management
Investment Knowledge
