IFA Administrator

Morgan McKinley (Guildford) • Permanent • Godalming, Surrey, England, United Kingdom • £35k - £40k / year • 56min ago

IFA Administrator / Investment Administrator

We have an exciting opportunity for an experienced IFA Administrator / Investment Administrator to join a well established Wealth Management firm in Surrey. You will be working as part of a friendly, supportive team who are focused on delivering an outstanding service to clients.

Alongside a competitive salary of up to £40k the benefits package is excellent, including 25 days holiday plus Bank Holidays, pension (5% employer contribution), private health insurance for employee and partner, life insurance, annual salary review, annual bonus, hybrid working (on completion of probation, 1 day a week working from home), flexible working policy, support for professional development including study support for relevant qualifications and time off for events etc, opportunities for career development and a really supportive, friendly culture.

Duties include:

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

We are looking for an experienced Investment Administrator / IFA Administrator, with excellent attention to detail and a client focused approach.

For more information please apply now!

You may also be interested in these jobs

Administrator

Faith Recruitment • Permanent • Woking, Surrey, England, United Kingdom • £27k - £30k / year • 56min ago

Work from Home

Administrator Woking £30,000 per annum Our client is seeking a proactive and organised Administrator to support the delivery of quality, health, safety, environmental and compliance activities across the business. This r...

56min ago

Apply

HR Consultant / Employee Relations Advisor - Part Time

Get Staffed • Temporary • Guildford, Surrey, England, United Kingdom • £47k - £54k / year • 56min ago

Work from Home

HR Consultant / Employee Relations Advisor – Part Time A bit about our client They’re a close-knit team who look out for each other. They love the mix of work they get to do – one minute coaching a manager, the next draf...

56min ago

Apply

Rewards & Benefits Specialist (Contract)

Office Angels • Temporary • Pulborough, West Sussex, England, United Kingdom • £220 - £290 / day • 11h ago

Work from Home Immediate Start

Rewards & Benefits Specialist (6-Month Contract) Sussex | Hybrid Working £220 - £290 per day PAYE Contract Length: Up to 6 Months Date: ASAP Are you an experienced Rewards & Benefits professional looking for your...

11h ago

Apply

Sales Engineer (Nurse Call Systems)

Ernest Gordon Recruitment Limited • Permanent • Crawley, West Sussex, England, United Kingdom • £35k - £40k / year • 11h ago

Work from Home

Sales Engineer (Nurse Call Systems) Crawley (South East Patch) £35,000 - £40,000 (OTE £75,000) + Bonus + Flexible Hours + Progression + Company Benefits + Remote Are you a Sales Person from a Nurse Call, CCTV, Alarms or...

11h ago

Apply

Marketing Assistant (Tech Business)

Ernest Gordon Recruitment Limited • Permanent • Reading, Reading, England, United Kingdom • £32k - £35k / year • 1d ago

Work from Home

Marketing Assistant (Technology Business) Theale £32,000 - £35,000 + Training + Paid International Travel + Progression Are you a Marketeer that is interested in working in a global business that is a leader in the home...

1d ago

Apply

Get more jobs like this

Create a free job alert