IFA Administrator with a Wealth Management company in Surrey, competitive basic salary with good benefits.
Support financial planners managers to meet business targets
Act as day-to-day point of contact for client service to resolve administrative issues
Manage advisers' diaries by booking meetings
Help advisers prepare for meetings
Data gathering for clients' existing financial arrangements
Help ensure files are compliant and complete
Process new business and track to completion
Write letters to clients and providers as appropriate
Manage regular client valuations
Perform general office administration tasks, such as handling post, emails
Maintain and update back office systems, including wrap platforms
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.