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Investment Administrator | Hybrid Wealth Management

Job in Waverley, Cranleigh, Surrey County, GU6, England, UK
Listing for: Morgan McKinley (Guildford)
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 40000 GBP Yearly GBP 40000.00 YEAR
Job Description & How to Apply Below
Position: Investment Administrator | Hybrid Wealth Management Role
Location: Waverley

A well established wealth management firm in Godalming is looking for an experienced IFA Administrator to support financial advisors. The role includes preparing documents for meetings, maintaining client data, and ensuring compliance with product providers. The firm offers a competitive salary of up to £40k, extensive benefits, and a supportive work environment with opportunities for professional development. Hybrid working is available post-probation.
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