Wealth Planning Admin Lead Training
Job in
Fetcham, Leatherhead, Surrey County, KT22, England, UK
Listed on 2026-06-05
Listing for:
United Cerebral Palsy of Georgia
Part Time, Apprenticeship/Internship
position Listed on 2026-06-05
Job specializations:
-
Administrative/Clerical
Job Description & How to Apply Below
Location: Fetcham
Join United Cerebral Palsy of Georgia as an IFA Administrator in Fetcham. You will be a vital part of the client services team, offering essential support to advisers and ensuring a professional client experience.
This role includes managing client enquiries, coordinating meetings, and maintaining records in Intelligent Office. The ideal candidate will have at least 2 years of experience in financial planning, excellent communication skills, and a proactive attitude.
Competitive salary up to £40,000, with training and benefits offered.
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