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Permanent

IFA Administrator -Flexible working options

Cranleigh
money-bag 32000.00-32000.00 Annual
3085828655
Posted 4 days ago

IFA Administrator -Flexible working options and 1 day from home Cranleigh£32,000 - £38,000 (depending on experience)Client OverviewThis opportunity sits within a boutique independent financial planning firmThe business has built a strong reputation for providing thoughtful, holistic advice and prides itself on maintaining close relationships with clients.This role blends traditional IFA administration with more technical administrative work and client servicing, making it ideal for someone who enjoys being involved in the wider financial planning process.Despite being a small practice, the firm has ambitious growth plans over the next five years. The culture is collaborative, supportive and genuinely team-focused. The support team works closely together, with the administrator working alongside one other IFA Administrator and the Office Manager to ensure the smooth delivery of client service and day-to-day operations.This role would suit an experienced IFA Administrator who values working within a boutique, close-knit team where collaboration and communication are part of the day-to-day culture.Role DetailsSupporting the Financial Planner and Paraplanner with a mixture of client service and technical administration.Preparing client documentation, meeting packs and review materials.Assisting with annual review processes and ensuring client records remain accurate and up to date.Processing new business applications and liaising with providers.Maintaining client files and ..... full job details .....

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