Full job descriptionIFA Administrator, Surrey. Up to £40,000, plus bonus and benefits
A well-established HNW financial services firm is looking to add an experienced Administrator to its team. The business is known for its strong client relationships and close-knit culture and offers the chance to work directly alongside a Senior Adviser in a client-facing role.
The Role
*You’ll provide dedicated administrative support to a Senior Adviser, managing day to day client servicing for a portfolio of HNW clients.
*Acting as a direct point of contact for clients, handling queries professionally and promptly.
*Preparing client documentation and supporting meetings and reviews.
*Keeping client records and systems accurate and up to date.
*Handling sensitive client data appropriately, in line with FCA requirements.
About You
*Extensive administrative experience gained within financial services, ideally supporting HNW clients.
*Highly organised and excellent attention to detail.
*Strong communicator with a professional, personable manner.
*Comfortable working within a regulated environment.
*Experience using Intelliflo a distinct advantage.
Full-time, office based during probation. Quarterly bonuses, 25 days leave plus bank holidays, pension, life and income protection.
For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.