IFA Administrator

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Recruitment Connection Ltd
7th March 2024
Weybridge, United Kingdom
Job Type
£25,000 for 4 day week C£31,600 FTE
South East


Independent Financial Advisor (IFA) Administrator

Weybridge for two days a week  


C£25000 for a 4 day week plus benefits (C£31,600 FTE)

My client is an established IFA practice based in Weybridge covering the local area in the provision of Wealth Planning. They are looking for someone with current or previous experience to work on a part time basis in the office in Weybridge

You will be a dedicated and organized Individual with experience as an IFA Administrator or an IFA looking for a support role . In this role, you will play a crucial part in supporting the MD by handling administrative tasks, maintaining client records, and ensuring compliance with regulatory requirements. You must have excellent organizational skills, attention to detail, and a strong understanding of the financial services industry with, ideally, previous use of Intelligent Office.

Ref 5174

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