Eden Rose
IFA Administrator
90701
Location: Surrey (Office-Based – after probation 1 day a week from home)
Salary: £26,000 – £34,000
Type: Full-Time, Permanent
An established and highly respected wealth management firm with over 40 years of history is seeking an IFA Administrator to join its growing support team at its Surrey headquarters.
This is an excellent opportunity to join a well-established business with a strong reputation, international presence, and ambitious growth plans. The successful candidate will play a key role in supporting advisers and paraplanners while delivering exceptional service to clients.
Key Responsibilities
- Providing administrative support to Financial Advisers and Paraplanners
- Processing new business and ongoing servicing requests
- Managing client documentation and maintaining accurate records
- Liaising with providers, platforms and clients to progress cases
- Obtaining information from third-party providers and processing Letters of Authority
- Supporting annual reviews and client servicing activities
- Ensuring all administration is completed accurately and in line with compliance requirements
- Maintaining CRM records and workflow systems
- Assisting with general office administration and operational tasks
Requirements
- Previous experience within an IFA, Wealth Management or Financial Planning environment
- Strong organisational and communication skills
- High attention to detail and ability to manage multiple priorities
- Experience supporting pensions, investments and protection business preferred
- Comfortable working within a collaborative office environment
- Positive attitude and desire to develop within financial services
What's on Offer
- Join a long-established financial planning practice with a strong market reputation
- Clear progression opportunities within a growing business
- Supportive team environment
- 5% employer pension contribution
- Holiday entitlement increasing with length of service
- Opportunity to be part of an exciting growth phase
Working Pattern: Initially office-based during probation, with potential flexibility for home working after successful completion of probation.
- Job Title
- IFA Administrator
- Vacancy Priority
- ClientBlacktower Financial Management
- Internal Description
IFA Administrator
- Location: Surrey (Office-Based – after probation 1 day a week from home)
- Salary: £26,000 – £34,000
- Type: Full-Time, Permanent
- An established and highly respected wealth management firm with over 40 years of history is seeking an IFA Administrator to join its growing support team at its Surrey headquarters.
- This is an excellent opportunity to join a well-established business with a strong reputation, international presence, and ambitious growth plans. The successful candidate will play a key role in supporting advisers and paraplanners while delivering exceptional service to clients.
Key Responsibilities
- Providing administrative support to Financial Advisers and Paraplanners
- Processing new business and ongoing servicing requests
- Managing client documentation and maintaining accurate records
- Liaising with providers, platforms and clients to progress cases
- Obtaining information from third-party providers and processing Letters of Authority
- Supporting annual reviews and client servicing activities
- Ensuring all administration is completed accurately and in line with compliance requirements
- Maintaining CRM records and workflow systems
- Assisting with general office administration and operational tasks
Requirements
- Previous experience within an IFA, Wealth Management or Financial Planning environment
- Strong organisational and communication skills
- High attention to detail and ability to manage multiple priorities
- Experience supporting pensions, investments and protection business preferred
- Comfortable working within a collaborative office environment
- Positive attitude and desire to develop within financial services
What's on Offer
- Join a long-established financial planning practice with a strong market reputation
- Clear progression opportunities within a growing business
- Supportive team environment
- 5% employer pension contribution
- Holiday entitlement increasing with length of service
- Opportunity to be part of an exciting growth phase
- Working Pattern: Initially office-based during probation, with potential flexibility for home working after successful completion of probation.
To apply for this job please visit www.reed.co.uk.
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