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.
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
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.