IFA Administrator - Thames Ditton

Financial Administrator – Wealth Management

Location: Thames Ditton, Surrey

Salary: £30,000-£35,000 (depending on experience)

Hours: Full-time, hours per week

Excellent opportunity has arisen for an experienced Financial Administrator to join a well‑established and professional wealth management firm based in Thames Ditton, Surrey. This role is ideal for someone with strong attention to detail and a genuine interest in financial services who is looking to develop their career with a supportive and client‑focused environment.

As a Financial Administrator, you’ll play a key role in supporting advisers and clients, ensuring the smooth running of daily operations. You’ll be responsible for client onboarding, investment administration, compliance, and general operational support—helping the team deliver outstanding service to their clients.

• Assist with client onboarding, including KYC and AML checks.
• Maintain accurate client files, investment mandates, and regulatory records.
• Respond to client queries promptly and professionally.
• Process investment instructions, portfolio valuations, and performance reports.
• liaise with investment platforms to ensure accurate settlements and reconciliations.
• Process payments and transfers within agreed timescales.
• Support compliance processes, including due diligence and regulatory checks.
• Provide administrative and diary management support to advisers.

• Experience with in financial services, ideally wealth management or investment administration.
• Excellent attention to detail and accuracy.
• Strong organisational and multitasking skills in a fast‑paced environment.
• Professional communication skills, both written and verbal.
• Proficient in Microsoft Office and CRM or portfolio management systems.

• Competitive salary of £30,000-£35,000, depending on experience.
• Supportive and collaborative team culture.
• Genuine opportunities for career progression within the wealth management sector.
• Convenient Thames Ditton location with local amenities and transport links.

If you’re looking to take the next step in your financial administration career and join a firm that values accuracy, integrity, and professionalism, we’d love to hear from you.