Wealth Management IFA Administrator – Growth & Progression

Howett Thorpe; England; On-site; GBP 28,000 - 34,000; Full time

Job summary

A reputable wealth management firm is seeking an experienced IFA Administrator to join their Guildford team. In this full-time role, you'll work closely with Financial Planners to deliver excellent client service, maintain records, and handle account applications. Ideal candidates will possess strong IT and communication skills and have prior experience in a similar role. This opportunity offers a supportive environment with excellent prospects for career progression.

Benefits

25 days holiday plus bank holidays

35 hour working week

Car parking onsite

Pension scheme

Qualifications

• Previous experience in a similar position.

Responsibilities

• Communicate effectively with clients and partners.
• Maintain back-office systems and client records.
• Prepare documentation, valuations, and reports for client meetings.
• Process account applications and manage client requests.

Skills

Strong IT skills

Good communication skills

Experience using industry related tools

Job description

A reputable wealth management firm is seeking an experienced IFA Administrator to join their Guildford team. In this full-time role, you'll work closely with Financial Planners to deliver excellent client service, maintain records, and handle account applications. Ideal candidates will possess strong IT and communication skills and have prior experience in a similar role. This opportunity offers a supportive environment with excellent prospects for career progression.