Trainee IFA Administrator jobs in Surrey

Senior IFA Administrator – £36,000 - £42,000 depending on experience – Guildford The Role Are you an experienced IFA Administrator who thrives in a busy, detail-focused environment? Do you enjoy being the reliable support that helps financial planners deliver high-quality advice? Price Ferguson Ltd is a well-established financial planning practice based in Guildford. Due to continued growth,...

A respected wealth planning firm in Guildford is looking for an experienced Wealth Management Administrator. The successful candidate will manage client portfolios, support a team of Financial Advisers, and mentor junior staff. An ideal candidate will possess experience in Wealth Management or IFA firms, with excellent communication skills and a commitment to accuracy. This role includes a...

You will be joining a very reputable organisation that is experiencing great growth and has a very stable workforce. Furthermore, this position is well suited to someone who is currently working in a similar role but is now looking for more progression. A brilliant opportunity for someone seeking their next challenge within financial services.

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...

You will act as the point of contact for client queries with(balance) regarding pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

You will be responsible for ensuring the smooth and efficient progression of client cases, maintaining accurate records, and acting as a reliable point of contact for both clients and providers.

IFA Administration Support role at Globe Traders - Web Marketing Solutions Job Overview An international Wealth Management business with a network of Financial Advisers is looking for a strong administrator with excellent people skills to support our clients and advisers. Previous experience in a highly regulated environment such as financial services is preferred, but suitable candidates will...

Location Camberley Salary £25000 - £35000 TypePermanent WorkplaceHybrid Ref89144 Recruiter Managing This Role Part-Time IFA Administrator Flexible Hours / Remote Working after probation Up to £35,000 pro rata A fantastic opportunity has arisen for an experienced part-time IFA Administrator to join a well-established and highly regarded Financial Services firm. The role offers flexibility...

An international Wealth Management business with a network of Financial Advisers is looking for a strong administrator with great people skills to support their clients and advisers. Ideally, you’ll have previous experience supporting in a highly regulated environment such as financial services, but training will be provided to the right candidate.The role will assist with submitting all new...

We are looking for an experienced Financial Administrator to join our clients Wealth Management Practice based in Epsom . This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms (including Salesforce). This position will be...

You will support senior colleagues with the day-to-day management of client accounts, gaining hands-on experience while developing strong commercial, organisational, and relationship management skills.

You will work closely with experienced team members to support client servicing, administration, and account coordination, learning how to manage client relationships effectively and professionally.

IFA Administrator / Wealth Planning AdministratorGuildfordUp to £35,000 a yearHybrid working optionsFree on site parkingLooking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development?About the Company:Our client is a well-respected, wealth planning company with a strong reputation for delivering exceptional...

Location: Cobham Salary £30,000 - £35,000 Type: Permanent Workplace: On‐Site Ref: 89337 Recruiter: Managing This Role – IFA Admin, Cobham Up to £35,000 The opportunity for a Financial Planning Administrator to join a well‐established Financial Services Practice based near Cobham has arisen. We are looking for someone to provide high quality technical administration and analytical support...

A respected financial planning firm in Epsom is seeking an experienced IFA Administrator to join their team. The role involves efficient processing of business, delivering exceptional client service, and onboarding new clients. Ideal candidates will have at least 1 year of experience working with high net worth UK clients and a strong understanding of financial planning and investment management...

A wealth management firm in Guildford is looking for an IFA Administrator to join their growing team. The role involves working with Financial Planners and being the point of contact for clients, ensuring excellent service delivery. The ideal candidate will have previous experience in a similar position, strong IT skills, and good communication abilities. This role offers 25 days of holiday, a...

Salary: £35,000 - £45,000 + £2,000 Bonus + Excellent Pension + Private Health + Study Support A highly respected, family-run boutique Wealth Planning firm in Guildford is seeking an experienced Wealth Management Administrator to join their growing team. Established for over 25 years, this firm has built a first-class reputation for delivering high-quality financial advice to High Net Worth...

You will be working alongside the Paraplanner of the firm and dealing with exceptional clients on a daily basis.

You will be encouraged to progress toward Diploma qualifications and the role could progress to Paraplanning role in the future. The ideal candidate will be working as an IFA support currently and will be looking to progress their career.

We are currently recruiting for a highly regarded Financial Planning practice in Epsom who are looking for an experienced IFA Administrator to join their team. This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them. Responsibilities The IFA Administrator is responsible for the efficient and accurate...

We are proudly assisting our a Wealth Management and Financial Planning client look for their next IFA Administrator to join their growing business. This is a busy role, involving contact with clients and providers so the successful candidate must be a good communicator and work well within a team. Previous experience of working in an IFA/Wealth Management environment would be preferable,...

We are recruiting for a well regarded Financial Planning Practice based in Guildford. The applicant should be highly experienced and certainly have been working in Financial Services for at least five years. Qualified to Diploma status or working towards it. The candidate must have experience in the following areas: Processing new business for both individual and corporate clients. Extensive...