Financial Services Administrator

4 weeks ago


Farnham, Surrey, United Kingdom Profiles Personnel Full time
Financial Planning and Investment Firm Seeks Experienced Administrator

We are a reputable Financial Planning and Investment firm seeking a skilled and detail-oriented Administrator to join our team. As an IFA Administrator, you will play a crucial role in supporting our financial planners and investment managers in delivering exceptional client service.

Key Responsibilities:
  • Manage client data and ensure accurate and timely updates
  • Assist with new business administration, including inputting client details and liaising with clients and product providers
  • Support the preparation of meeting materials, client packs, and agendas
  • Contribute to the development of the Investment Proposition and wider company projects
Requirements:
  • Proven experience in a financial services or paraplanning role, or a desire to enter the industry
  • Strong organizational and time management skills, with attention to detail and accuracy
  • Excellent communication and interpersonal skills, with a collaborative approach
  • Ability to maintain confidentiality and handle sensitive information

This is an excellent opportunity for an experienced Administrator to join a dynamic and supportive team, with the potential to progress to a Paraplanning position. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply.



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