IFA Administrator

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, opportunities for career development and a really supportive, friendly culture.

• 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.