Wealth Management Admin & Client Services
Listed on 2026-10-10
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Administrative/Clerical
Office Administrator/ Coordinator, Clerical
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.
We would love to welcome a new Wealth Management Admin & Client Services to our team in Farnham, England, United Kingdom.
Are you ready to take on the Wealth Management Admin & Client Services role at Reed?
We would love to welcome a new Wealth Management Admin & Client Services to our organisation in Farnham, England, United Kingdom.
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