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Wealth Admin: IFA/Investment Administrator – Hybrid
Job in
Guildford, Surrey County, GU1, England, UK
Listed on 2026-07-21
Listing for:
Morgan McKinley (Guildford)
Full Time, Part Time
position Listed on 2026-07-21
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Morgan McKinley (Guildford) is seeking an experienced IFA Administrator / Investment Administrator to join a well established Wealth Management firm in Surrey. You will provide administrative support to financial advisors, prepare documents for client meetings, and assist with annual reviews while maintaining compliant, up-to-date client records.
The role offers a competitive salary up to £40k, excellent benefits, and hybrid working (on completion of probation, 1 day per week from home).
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