IFA Administrator

Job Ref

91177

Location

Egham

Salary

£25,000 - £32,000 Per Annum

Employment Type

Permanent

• Location: Egham, England
• Type: Permanent
• Job #91177
• Salary: £25,000 - £32,000 Per Annum

We’re currently looking for an experienced

IFA Administrator to join an established wealth management business.

This is a great opportunity for someone with financial services administration experience who enjoys working closely with clients and advisers and wants to develop their career within a supportive team.

What you’ll be doing

• Acting as the first point of contact for clients and handling queries professionally
• Supporting Financial Advisers with diary management, meeting packs and client meetings
• Processing new business, fund switches, Letters of Authority and change of agency procedures
• Maintaining accurate client records and compliance documentation
• Completing AML checks and ensuring client information is kept up to date
• Tracking cases and keeping advisers and clients updated throughout the process
• Providing general administration support to the wider team

What we’re looking for

• Previous experience in financial services administration, ideally within wealth management
• Strong client-facing and communication skills
• Excellent attention to detail and organisation
• Good knowledge of Microsoft Office
• Xplan experience would be advantageous
• Proactive, reliable and able to manage multiple priorities
• Comfortable working independently and as part of a team