IFA Administrator
Job Ref: 90474
Location: Dorking, Surrey
Salary: £28,000 - £35,000 per annum
Employment Type: Permanent
Hybrid working – 1 day per week from home.
Responsibilities
* Preparing and processing new business applications and client reviews.
* Liaising with providers and clients to obtain and update information.
* Maintaining accurate client records using CRM systems.
* Producing valuation reports and documentation for client meetings.
Qualifications and Experience
* Previous experience in an IFA or financial planning environment.
* Knowledge of pensions and investment products.
* Excellent attention to detail and organizational skills.
* Confident communicator.
* Comfortable with Microsoft Office and Intelligent Office.
What’s on Offer
* Competitive salary up to £35,000.
* Hybrid working – 1 day per week from home.
* Supportive and collaborative team culture.
* Opportunities for professional development and qualifications.
* Modern office in a convenient Dorking location.
Apply today if you’re ready to take the next step in your financial services career.
#J-18808-Ljbffr