IFA Administrator

IFA Administrator 90701Location: Surrey (Office-Based - after probation 1 day a week from home)Salary: £26,000 - £34,000Type: Full-Time, PermanentAn 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 ResponsibilitiesProviding administrative support to Financial Advisers and ParaplannersProcessing new business and ongoing servicing requestsManaging client documentation and maintaining accurate recordsLiaising with providers, platforms and clients to progress casesObtaining information from third-party providers and processing Letters of AuthoritySupporting annual reviews and client servicing activitiesEnsuring all administration is completed accurately and in line with compliance requirementsMaintaining CRM records and workflow systemsAssisting with general office administration and operational tasksRequirementsPrevious experience within an IFA, Wealth Management or Financial Planning environmentStrong organisational and communication skillsHigh attention to detail and ability to manage multiple prioritiesExperience supporting pensions, investments and protection business ..... full job details .....