Location
Dorking
Salary £28000 - £35000 TypePermanent WorkplaceHybrid Ref89870
Recruiter Managing This Role
IFA Administrator
Up to £35,000
Dorking, 1 day working from home
Are you an experienced IFA Administrator looking to join a supportive and forward thinking firm? Were working with a well-established Independent Financial Adviser (IFA) practice based in Dorking that is seeking a administrator to join their growing team.
Youll play a key role in supporting a team of Financial Advisers by ensuring the smooth and efficient processing of client business. Responsibilities will include:
1. Preparing and processing new business applications and client reviews
2. Liaising with providers and clients to obtain and update information
3. Maintaining accurate client records using CRM systems
4. Producing valuation reports and documentation for client meetings
To be considered for this Adviser Support position:
5. Previous experience in an IFA or financial planning environment
6. Knowledgeable of pensions and investments products
7. Excellent attention to detail and organisational skills
8. Confident communicator
9. Ideally comfortable with Microsoft Office and Intelligent Office
Whats on Offer:
10. Competitive salary up to £35,000
11. Hybrid working 1 day per week from home
12. Supportive and collaborative team culture
13. Opportunities for professional development and qualifications
14. Modern office in a convenient Dorking location
Apply today, if youre ready to take the next step in your financial services career