IFA Administrator | Wealth Management | Hybrid Weybridge

Cameron Clarke Associates t/a talent-finder; Weybridge; Hybrid; GBP 30,000 - 35,000; Full time

Job summary

Cameron Clarke Associates t/a talent-finder is seeking an IFA Administrator in Weybridge for a full-time position. You will support financial advisers with client administration, valuations and new business processing, including preparing client valuation reports and case submissions to the Paraplanning team.

The role offers hybrid working with two days from home after settling in. Applicants must have the right to work in the UK; sponsorship is not available for this role.

Qualifications

• Previous experience in IFA administration preferred.
• Experience in financial services preferred.
• Excellent written and spoken communication skills.
• Methodical and organised approach to work.

Responsibilities

• Support financial advisers in preparing for client reviews and producing meeting packs.
• Maintain accurate client, policy and plan information on the IO CRM system.
• Process new business and submit applications for paraplanning review.
• Handle telephone and email enquiries and provide client correspondence as required.
• Keep up to date with financial products, regulations and service standards.

Skills

Organised

Attention to detail

Communication skills

IT literacy

Job description

Cameron Clarke Associates t/a talent-finder is seeking an IFA Administrator in Weybridge for a full-time position. You will support financial advisers with client administration, valuations and new business processing, including preparing client valuation reports and case submissions to the Paraplanning team.

The role offers hybrid working with two days from home after settling in. Applicants must have the right to work in the UK; sponsorship is not available for this role.