Financial Planning Assistant

4 weeks ago


Farnham, Surrey, United Kingdom Profiles Personnel Full time
IFA Administrator Opportunity

We are seeking a highly organized and detail-oriented IFA Administrator to join our Financial Planning and Investment firm. As a key member of our team, you will play a crucial role in supporting our financial planning and investment activities.

Key Responsibilities:
  • Provide administrative support to our financial planning and investment teams
  • Manage and maintain accurate records and databases
  • Coordinate and schedule meetings and appointments
  • Develop and implement efficient administrative processes

What We Offer:

  • A supportive and collaborative team environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package

About Us:

Our Financial Planning and Investment firm is committed to providing exceptional service to our clients. We are a locally based organization with a reputation for putting our clients at the heart of everything we do.



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