IFA Private Client Administrator

  • Location:

    Surrey, England

  • Sector:

    Financial Services

  • Job type:


  • Salary:


  • Contact:

    Nick Tagg

  • Contact email:


  • Job ref:


  • Published:

    5 months ago

  • Expiry date:


  • Start date:


An established and award winning Wealth Management firm in Surrey, seeks an experienced IFA/ Private Client Services Administrator to join their successful team.

This is a fantastic opportunity to join a firm that genuinely recognises success and is renowned for their approach to training and developing their staff. In return for your hard work and dedication to the role, you will be rewarded with a competitive salary of up to £35000 (negotiable depending on experience) and an extensive benefits package

The role

The successful applicant will be expected ot deliver a high touch and professional service to the client portfolio, whilst providing competent and proactive administration of the business which is written by a Private Client Chartered Financial Planners,

The role will also require you to provide support to fellow colleagues, Financial Advisers and Senior Management, where appropriate.

Further responsibilities will include:

Delivery of high quality, professional and caring service to our clients both external and internal.
Processing of new business including the production of suitability reports and other various reporting required throughout the life-cycle of the client.
Ensuring client information is fully documented, meets all relevant regulatory and company standards, and is continuously maintained.

The Candidate

You will have already established yourself within an IFA administration role and be competent in most aspects of individual Investment and Pension business. You will be a confident communicator comfortable in dealing with clients directly over the telephone and may have some experience / exposure to face-to-face client meetings. You will also enjoy variety in your day dealings and find it easy to manage multiple cases and clients at the same time.

For more information please contact Nick Tagg on 01293 848137

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.