Wealth Investment Administrator – Hybrid & Study Support

Morgan McKinley; Guildford; Hybrid; GBP 41,000 - 50,000; Full time

Benefits offered by this job

25 days holiday

Bank Holidays

Pension (5% employer contribution)

Private health insurance (employee &-+

Life insurance

Annual salary review

Discretionary annual bonus

Hybrid working after probation

Flexible working policy

Study support for relevant quals

Time off for events

Job summary

Morgan McKinley in Guildford is seeking an experienced IFA Administrator to join a well established wealth management team. The role offers a competitive salary up to £45k and a strong benefits package, including hybrid working after probation, study support, and generous holiday allowance.

You will provide administrative support to financial advisors, prepare documentation for client meetings, and ensure records and compliance requirements are up to date.

Qualifications

• Experience as Investment Administrator or IFA Administrator.

Responsibilities

• 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 documentation is accurate
• Process client requests including withdrawals, statements, change of information etc

Job description

Morgan McKinley in Guildford is seeking an experienced IFA Administrator to join a well established wealth management team. The role offers a competitive salary up to £45k and a strong benefits package, including hybrid working after probation, study support, and generous holiday allowance.

You will provide administrative support to financial advisors, prepare documentation for client meetings, and ensure records and compliance requirements are up to date.