SonicJobs Logo
Left arrow iconBack to search

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

Financial Divisions
Posted 2 days ago, valid for 16 days
Location

Guildford, Surrey GU48EY, England

Salary

£28,000 - £33,600 per annum

info
Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • 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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.