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Guildford, Surrey
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SENIOR IFA ADMINISTRATOR ( Wealth management), Guildford area, to £38k, flexible working hours

SENIOR IFA ADMINISTRATOR ( Wealth management), Guildford area, to £38k, flexible working hours

Financial Divisions

Posted 12 days ago, valid for 7 days

Guildford, Surrey GU48EY, England

£28,000 - £33,600 per annum

Full Time

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Sonic Summary

My Client, a reputable independent Financial Planning Firm, is seeking an experienced IFA Administrator to manage the client onboarding process.
The role involves obtaining clients' financial details, writing LOAs, conducting AML checks, and preparing meeting documents.
Candidates should have at least 1 year of IFA Administration experience or be a seasoned career IFA/Financial Administrator.
The position offers a competitive salary along with a great benefits package, including flexible working hours.
Study support will be provided if needed, making it an excellent opportunity for career progression.

Great benefits package including flexible working hours

My Client, a reputable and established Client focussed independent Financial Planning Firm, is looking to offer this new role to an experienced IFA Administrator who enjoys all aspects of the client onboarding process from start to completion.

Opportunity highlights

Business has been in operation for over 2 decades across wealth and mortgage matters
Supporting a successful high billing Financial Adviser
Clients include HNW and UHNW private Individuals
Your role will involve obtaining clients' financial details, writing LOAs, valuations, onboarding new clients, conducting AML checks, liaising with product providers, and preparing all meeting documents and necessary resources.
Suitable for an experienced career IFA/Financial Administrator or someone with 1 years IFA Admin experience looking to progress
Study support provided if required

To find out more, please contact Camilla Howden at Financial Divisions.

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