IFA Administration Support

IFA Administration Support role at Globe Traders - Web Marketing Solutions

An international Wealth Management business with a network of Financial Advisers is looking for a strong administrator with excellent people skills to support our clients and advisers. Previous experience in a highly regulated environment such as financial services is preferred, but suitable candidates will receive training.

• Submitting all new business applications to providers.
• Monitoring progress and auditing adviser documents to ensure compliance.
• Communicating with clients to deliver a first‑class journey and liaising with providers and trustees to ensure smooth application progress.

• Strong attention to detail and up‑to‑date systems skills.
• Professional written and verbal communication skills.
• Ability to adhere to administrative systems, policies, and procedures.
• Keenness to learn and complete training to satisfy compliance requirements and improve personal knowledge.

• Seniority level:
  Entry level
• Employment type:
  
  Full‑time
• Job function:
  Other
• Industry: Banking
• Location:
  
  Weybridge, England, United Kingdom