An excellent opportunity for an experienced and dedicated IFA administrator to join a well established, Independent Financial Adviser based on the outskirts of Woking.
Must have previous experience working for an IFA, a mature professional attitude and the ability to produce accurate and detailed work to a consistently high standard.
As an IFA Administrator, you will play a crucial role in supporting our Independent Financial Advisers (IFAs) in delivering exceptional service to our clients.
As they continue to expand, they are seeking a dedicated and talented individual with previous experience within an IFA environment to join their administration team.
Lloyd Recruitment Services are delighted to be recruiting on behalf of a well established and highly reputed Independent Financial Advisers that specialise in providing comprehensive financial planning and investment management services to HNW individuals.
Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm.
Note this vacancy could suit experienced Administrators with a proven interest in working within Financial Services.
This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but also being a hugely supportive and collaborative team.
The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive the highest level of service.
Based: Dorking, Surrey
This is a brilliant opportunity for a technical and professional individual to take on a new role in the company.
Minimum Requirements: 2 years' IFA Administration experience; Salesforce and AJ Bell experience preferred; Live a commutable distance from Ewell
Salary/package: Up to £36,000; Annual bonus; Study support; Employer pension scheme (5%5%); 25 days annual leave; Hybrid working (1 day per week working from home after completion of training); Free parking
Minimum Requirements: At least 2 years' IFA administration experience; Intelligent Office back-office system experience; Elevate and AJ Bell platform experience ideal
Our client is a very successful boutique IFA firm based in Guildford, Surrey.