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Financial Advisor Accounting & Finance Financial Services

IFA Administrator — Client Onboarding & Financial Planning

Job in Epsom, Surrey County, KT17, England, UK
Listing for: Blakemore Recruitment
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Advisor, Accounting & Finance, Financial Services
Job Description & How to Apply Below
A respected financial planning firm in Epsom is seeking an experienced IFA Administrator to join their team. The role involves efficient processing of business, delivering exceptional client service, and onboarding new clients. Ideal candidates will have at least 1 year of experience working with high net worth UK clients and a strong understanding of financial planning and investment management services.

This position offers the opportunity to work in a dynamic environment focused on client excellence.
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