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Financial Administrator

Location: FARNHAM, SURREY, UNITED KINGDOM Salary: 24,000.00-30,000.00 GBP (UK Pounds) Per annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 1
Posted: about 2 months ago Reference: X3-174850

Well established chartered independent wealth management and financial planning firm based in Guildford are seeking an IFA Administrator. You will be working within a smaller scale team, who are hardworking and extremely knowledgeable in what they do. 

 

Ideally you will have had experience dealing with HNW clients and be transitioning across from an IFA Practice where you have been in an administrative position.

 

Full support with be provided towards Level 4 Diploma in Financial Planning and also Chartered status, alongside a salary of upto £30,000 + benefits.

 

Duties

Diary management for advisers, booking in reviews and meetings

Maintain upto date client’s files 

Obtain illustrations and valuations

Liaise with clients and providers

Prepare are issue annual review

Monitor fees and invoice preparations 

 

Skills/Experience Required:

3 years minimum administrative experience within an IFA Practice

Excellent written/verbal communication

Confident with IT

Ability to work well in a team and individually

 

This is an excellent opportunity for an experienced Administrator to join a successful IFA practice and work in a hardworking and professional team. If you think you are a suitable individual with the right skills please get in touch.

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