IFA Administrator

IFA Administrator / Investment Administrator We have an exciting opportunity for an experienced IFA Administrator / Investment Administrator to join a well established Wealth Management firm in Surrey. You will be working as part of a friendly, supportive team who are focused on delivering an outstanding service to clients. Alongside a competitive salary of up to 40k the benefits package is excellent, including 25 days holiday plus Bank Holidays, pension (5% employer contribution), private health insurance for employee and partner, life insurance, annual salary review, annual bonus, hybrid working (on completion of probation, 1 day a week working from home), flexible working policy, support for professional development including study support for relevant qualifications and time off for events etc, opportunities for career development and a really supportive, friendly culture. Duties include:Provide administrative support to financial advisorsPrepare documents before and after client meetings / investment reviews such as risk assessments, existing scheme information, illustrations, suitability paperwork etcSupport annual review processes, ensuring client records are up to dateLiaise with product providers, ensuring all compliance requirements are metMaintain accurate client data within internal systemsSupport with client updates and communicationsProcess new business applications, including checks to confirm documentation is accurateProcess client requests including ..... full job details .....