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Senior IFA Administrator - Wealth Onboarding Pro

Job in Godalming, Surrey County, GU7, England, UK
Listing for: Financial Divisions
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 38000 GBP Yearly GBP 38000.00 YEAR
Job Description & How to Apply Below
A well-known wealth management firm in Godalming is looking for an experienced Senior IFA Administrator. You will be responsible for managing clients' financial details, onboarding new clients, and preparing financial documentation. Familiarity with the Intelligent Office system will be highly advantageous. The ideal candidate should have a proven background in supporting financial advisers and possess strong communication skills.

This role offers a competitive £38k basic salary plus bonuses and benefits.
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Position Requirements
10+ Years work experience
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