Financial Planning Administrator

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? We’re working with a well-established Independent Financial Adviser (IFA) practice based in Dorking that is seeking a administrator to join their growing team.

You’ll play a key role in supporting a team of Financial Advisers by ensuring the smooth and efficient processing of client business. Responsibilities will include:

• Preparing and processing new business applications and client reviews
• Liaising with providers and clients to obtain and update information
• Maintaining accurate client records using CRM systems
• Producing valuation reports and documentation for client meetings

To be considered for this Adviser Support position: 

• Previous experience in an IFA or financial planning environment 
• Knowledgeable of pensions and investments products
• Excellent attention to detail and organisational skills
• Confident communicator
• Ideally comfortable with Microsoft Office and Intelligent Office

What’s on Offer:

• Competitive salary up to £35,000
• Hybrid working – 1 day per week from home
• Supportive and collaborative team culture
• Opportunities for professional development and qualifications
• Modern office in a convenient Dorking location

Apply today, if you’re ready to take the next step in your financial services career