IFA Administrator — Client Onboarding & Financial Planning

Blakemore Recruitment; Epsom; On-site; GBP 30,000 - 40,000; Full time

Job summary

A respected financial planning firm in Epsom is seeking an experienced IFA Administrator to join their team. The role involves efficient processing of business, delivering exceptional client service, and onboarding new clients. Ideal candidates will have at least 1 year of experience working with high net worth UK clients and a strong understanding of financial planning and investment management services. This position offers the opportunity to work in a dynamic environment focused on client excellence.

Qualifications

• Minimum of 1 year experience as an IFA Administrator.
• Experience with high net worth UK resident private clients.
• Skilled in delivering financial planning and investment management services.

Responsibilities

• Provide full administrative support for onboarding new clients.
• Maintain and update client data in a secure environment.
• Prepare client reviews and update cash flow models.

Skills

Client relationship management

Data management

Financial planning

Investment management

Job description

A respected financial planning firm in Epsom is seeking an experienced IFA Administrator to join their team. The role involves efficient processing of business, delivering exceptional client service, and onboarding new clients. Ideal candidates will have at least 1 year of experience working with high net worth UK clients and a strong understanding of financial planning and investment management services. This position offers the opportunity to work in a dynamic environment focused on client excellence.