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Investment Administrator | Hybrid Wealth Management

Job in London, Greater London, W1B, England, UK
Listing for: Morgan McKinley (Guildford)
Full Time position
Listed on 2026-03-07
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 40000 GBP Yearly GBP 40000.00 YEAR
Job Description & How to Apply Below
A well-established wealth management firm in Godalming is seeking an experienced IFA Administrator to join their friendly team. The role involves providing administrative support to financial advisors, preparing documentation for client meetings, and maintaining accurate client records. A competitive salary of up to £40,000 is offered, along with a comprehensive benefits package, including 25 days holiday, pension contributions, and opportunities for professional development.

Hybrid working options are available after probation.
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