Great opportunity to join a growing financial services business with offices in central Farnham. Ideally our client is seeking an individual with experience working in financial services/wealth management administration who enjoys supporting financial advisors and building relationships with clients and providing an excellent customer experience. Administrator Benefits and Package: * 09:00 – 17:00 (Monday to Friday) * Free On Site Parking * 20 Days Annual Leave * 5 days a week in the office * Up to 5% annual bonus paid in December * All expenses paid annual conference trip Administrator Key Responsibilities and Accountabilities: * Submit all new business applications to providers and monitor progress within pre-set time-scales. * Audit documents received from your allocated adviser to ensure they meet our compliance requirements. * Liaise with your allocated advisers to ensure the efficient processing of applications and outstanding requirements. * Communicate with clients to provide a first-class client journey. * Submit Dealing Instructions to providers to facilitate new investments and withdrawals. * Build relationships with allocated advisers. * Liaise with providers and trustees to ensure the smooth administration of applications and client instructions. * Adhere to administrative systems, policies, and procedures. * Update and manage data within the CRM * Actively learn and complete training to satisfy compliance requirements and improve personal knowledge * Adopt the company team culture and spirit with supporting the administration team ethos. Administrator Qualities: * Experience working in the financial services sector or a relevant qualification and genuine interest in developing a career in financial services/wealth management * Good IT skills (Microsoft Office suite and CRM systems). * Methodical and thorough approach to work, being able to work to deadlines. * Strong attention to detail and capacity to follow process and procedures in a regulated and compliant environment. Thank you for your application however due to the high volume of candidates applying, if you have not heard back from us within 5 days please assume that you have not been successful on this occasion