Wealth Management Admin & Client Services

Reed; Farnham; On-site; GBP 32,000 - 39,000; Full time

Job summary

Reed is seeking an IFA Administrator in the West Surrey area to join its client support team. The role focuses on supporting advisers in a regulated environment, ensuring documentation and applications are handled accurately and efficiently, with a view to long-term career development.

You will work closely with senior professionals to deliver first-class service to clients, handling onboarding, due diligence and ongoing reviews, while maintaining precise records in CRM and MS Office systems.

Qualifications

• Previous experience within wealth management, financial services, professional services or a regulated environment.
• Strong administrative and organisational skills.
• Ability to manage multiple priorities and deadlines.
• Excellent communication and relationship-building abilities.
• High levels of accuracy and attention to detail.
• Competent user of CRM and Microsoft Office systems.
• Proactive, professional and eager to develop your career.

Responsibilities

• Supporting consultants with all aspects of client administration.
• Processing applications and monitoring cases through to completion.
• Preparing client documentation, reports and review packs.
• Managing client records and updating internal systems.
• Liaising with clients, third-party providers and external stakeholders.
• Assisting with onboarding and due diligence requirements.
• Handling client enquiries by phone, email and correspondence.
• Monitoring outstanding requirements and ensuring service standards are met.
• Maintaining accurate records in line with regulatory and company requirements.

Skills

Administrative skills

Organisational skills

Communication skills

Attention to detail

Relationship-building

Tools

CRM systems

Microsoft Office

Job description

Reed is seeking an IFA Administrator in the West Surrey area to join its client support team. The role focuses on supporting advisers in a regulated environment, ensuring documentation and applications are handled accurately and efficiently, with a view to long-term career development.

You will work closely with senior professionals to deliver first-class service to clients, handling onboarding, due diligence and ongoing reviews, while maintaining precise records in CRM and MS Office systems.