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Senior IFA Administrator - Godalming - Wealth Management Firm - UHNW Clients up to £36k salary

Godalming, Surrey
£33,000 to £36,000
Job Type
7 Sep 2022

Senior IFA Administrator - Godalming - Wealth Management Firm - UHNW Clients up to £36k salary + full study support and benefits packageMy client, are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW and UHNW private individuals.Following a very good first 2 quarters of 2022, the Managing Director is seeking a new Financial Administrator to join the team and support the entire function of the business. Knowledge of the system "INTELLIGENT OFFICE" will be highly advantageous and you will be working on obtaining clients' financial details, writing letters of authority and valuation, onboarding new clients, conducting AML checks, speaking to product providers and preparing all meeting documents and necessary resources.This role will be suitable for a Financial Administrator with some experience in a wealth management setting. Qualifications are not a deal breaker for this role but if you are studying or wish to study towards your Level 4 Diploma (DipPFS or DipFA) my client will support you on this.You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with Paraplanners and an experienced adviser. You will receive a full induction, a generous holiday allowance as well as an excellent pension contribution and you will be enrolled onto the bonus scheme.

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  • Job Reference: 706416035-2
  • Date Posted: 7 September 2022
  • Recruiter: Financial Divisions
    Financial Divisions
  • Location: Godalming, Surrey
  • Salary: £33,000 to £36,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent