Client Services Administrator

• Senior IFA Administrator - Near Weybridge (Surrey)
• Chartered Wealth Management Firm
• £35k - £45k + full benefits package
• Work with 3 Chartered Advisers
• Working with £1m+ clients

My client are a very well established Independent Financial Advisor (IFA) based near Weybridge who have been operating for many years with a full suite of financial advisers and mortgage brokers servicing local HNW families, retirees and HNW private individuals. I have placed 4 staff into the business and built a very good relationship with the Directors.

Their clients primarily are based across Surrey, Berkshire, Hampshire and London, but they do have clients further afield. Cases hold anywhere between £500k to £20m+ of investable assets. The business has very longstanding relations and the advisers take on new business through recommendation and referral. The business focuses on pensions, investments, tax planning, retirement planning, bonds, ISA's, IHT planning, estate planning etc.

The Managing Director is seeking an experienced Administrator to join the team and support him specifically but also the wider team. Knowledge of the system "Intelligent Office" will be highly advantageous as this is their main CRM, but training can be provided. You will be working on obtaining financial details, writing letters of authority and valuation, onboarding new business, processing new business, conducting AML checks, speaking to product providers and clients and preparing all meeting documents and resources. The business uses numerous platforms such as Quilter, Aviva, Elevate, Standard life wrap & Transact platforms. This role is office based to begin with but then you can WFH once you are established after a few months in the role.

You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with a Paraplanner and an experienced adviser with HNW cases. The role will pay up £35k - £45k basic salary. You will receive a full induction, a generous 25-day holiday allowance as well as an excellent pension contribution. You will be enrolled onto the bonus scheme and benefits package.

If this role of interest please get in touch with Peter at Financial Divisions.