We have an exciting opportunity for an experienced IFA Administrator / Investment Administrator to join a well established wealth management firm in Godalming. You will be working as part of a friendly, supportive team who are focused on delivering an outstanding service to clients.
Alongside a competitive salary of up to £40k the benefits package is extensive, including 25 days holiday plus Bank Holidays, pension (5% employer contribution), private health insurance for employee and partner, life insurance, annual salary review / increase, discretionary annual bonus, hybrid working (on completion of probation, 1 day a week working from home), flexible working policy allowing you to accrue hours and earn up to 1 extra day holiday per month, support for professional development including study support for relevant qualifications and time off for events etc, opportunities for career development and a really supportive, friendly culture.
Duties include:
Provide administrative support to financial advisors
Prepare documents before and after client meetings / investment reviews such as risk assessments, existing scheme information, illustrations, suitability paperwork etc
Support annual review processes, ensuring client records are up to date
Liaise with product providers, ensuring all compliance requirements are met
Maintain accurate client data within internal systems
Support with client updates and communications
Process new business applications, including checks to confirm documentation is accurate
Process client requests including withdrawals, statements, change of information etc
We are looking for an experienced Investment Administrator / IFA Administrator, with excellent attention to detail and a client focused approach.
For more information please apply now