IFA Administrator

Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:IFA AdministratorLocation:Leatherhead, SurreySalary:£26,000 - £32,000 per annum (DOE)Benefits:Christmas office closure (not deducted from annual leave)5% employer pension contributionHybrid working available after probation (1 day per week from home)Free on-site parkingSupportive and collaborative team environmentOpportunities for long-term career developmentAbout the Company:Our client is a well-established and growing independent financial planning firm based in Leatherhead. With a strong reputation for delivering high-quality financial advice and exceptional client service, they are seeking an experienced IFA Administrator to join their friendly and professional team.This is an excellent opportunity for an individual with financial services experience who is looking to build a long-term career within a supportive and collaborative environment.Key Responsibilities:Providing comprehensive administrative support to Financial Advisers and the wider teamProcessing new business applications across pensions, investments and protection productsPreparing client documentation and maintaining accurate client recordsLiaising with clients, providers and third-party organisationsManaging correspondence, client queries and requests in a timely mannerObtaining policy information and fund valuationsSupporting the client review process and producing review packsEnsuring all administration is completed accurately and ..... full job details .....