More jobs:
IFA Administration Support
Job in
Farnham, Surrey County, IP17, England, UK
Listed on 2026-01-08
Listing for:
Venus Recruitment Ltd
Full Time
position Listed on 2026-01-08
Job specializations:
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Administrative/Clerical
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Finance & Banking
Accounting & Finance
Job Description & How to Apply Below
The role will assist with submitting all new business applications to providers, monitoring progress, and auditing documents from the adviser to ensure they meet compliance requirements.
This position requires strong communication and relationship building skills as you’ll work with clients to ensure a first-class journey and liaise with providers and trustees to ensure the smooth progress of applications.
This is an office-based role working 7 hours a day Monday to Friday, and there is some flex on the start time.
The Administrator will have:
Strong attention to detail and up to date systems skills
Professional written and verbal communication skills
The ability to adhere to administrative systems, policies, and procedures
Keenness to actively learn and complete training to satisfy compliance requirements and improve personal knowledge.
This international business is expanding and offers potential for career growth in this exciting area of Wealth Management. If you're looking to work in a friendly, dynamic team where you can develop your financial services experience please apply
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