Location

Dorking

Salary £28000 - £35000 TypePermanent WorkplaceHybrid Ref89870

Recruiter Managing This Role

IFA Administrator

Up to £35,000 

Dorking, 1 day working from home 

Are you an experienced IFA Administrator looking to join a supportive and forward thinking firm? Were working with a well-established Independent Financial Adviser (IFA) practice based in Dorking that is seeking a administrator to join their growing team.

Youll play a key role in supporting a team of Financial Advisers by ensuring the smooth and efficient processing of client business. Responsibilities will include:

Preparing and processing new business applications and client reviews

Liaising with providers and clients to obtain and update information

Maintaining accurate client records using CRM systems

Producing valuation reports and documentation for client meetings

To be conside...