IFA Administrator

Job Ref91177LocationEghamSalary£25,000 - £32,000 Per AnnumEmployment TypePermanent Location: Egham, England Type: Permanent Job #91177 Salary: £25,000 - £32,000 Per Annum We’re currently looking for an experienced IFA Administrator to join an established wealth management business.This is a great opportunity for someone with financial services administration experience who enjoys working closely with clients and advisers and wants to develop their career within a supportive team.What you’ll be doingActing as the first point of contact for clients and handling queries professionally Supporting Financial Advisers with diary management, meeting packs and client meetings Processing new business, fund switches, Letters of Authority and change of agency procedures Maintaining accurate client records and compliance documentation Completing AML checks and ensuring client information is kept up to date Tracking cases and keeping advisers and clients updated throughout the process Providing general administration support to the wider team What we’re looking forPrevious experience in financial services administration, ideally within wealth management Strong client-facing and communication skills Excellent attention to detail and organisation Good knowledge of Microsoft Office Xplan experience would be advantageous Proactive, reliable and able to manage multiple priorities Comfortable working independently and as part of a team