Job Description

We are currently recruiting for a Financial Planning & Wealth Management firm in Cobham who are looking to recruit an IFA Administrator.

They are a boutique Financial Planning & Wealth Management firm that provides financial planning and investment management services to a select group of discerning high-net-worth bespoke families.


Job Purpose


As IFA Administrator, your role will be to assist our Founding Partners and Directors by providing full administrative support and maintaining close contact with our clients to deliver a professional, compliant, and effective service.


The successful candidate needs to have proven experience working in the financial services industry, ideally 2 to 5 years experience, a strong ethic of client service, ability to work under pressure and prioritise work


Key Responsibilities

  • Provide an excellent service to clients both external and internal together with third party providers.
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