IFA Administrator


Company 

Blakemore Recruitment

Location 

Thames Ditton

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£30,000 - £35,000 Per Annum

Job Requirements/Description
Financial Administrator - Wealth Management

Location: Thames Ditton, Surrey

Salary: £30,000-£35,000 (depending on experience)

Hours: Full-time, 37.5 hours per week

An excellent opportunity has arisen for an experienced Financial Administrator to join a well-established and professional wealth management firm based in Thames Ditton, Surrey. This role is ideal for someone with strong attention to detail and a genuine interest in financial services who is looking to develop their career within a supportive and client-focused environment.

The Role

As a Financial Administrator, you'll play a key role in supporting advisers and clients, ensuring the smooth running of daily operations. You'll be responsible for client onboarding, investment administration, compliance, and general operational support - helping the team deliver outstanding service to their clients.

Key Responsibilities
  • Assist with client onboarding, including KYC and AML checks.
  • Maintain accurate client files, investment mandates, and regulatory records.
  • Respond to client queries promptly and professionally.
  • Process investment instructions, portfolio valuations, and performance reports.
  • Liaise with investment platforms to ensure accurate settlements and reconciliations.
  • Process payments and transfers within agreed timescales.
  • Support compliance processes, including due diligence and regulatory checks.
  • Provide administrative and diary management support to advisers.
About You
  • Experience within financial services, ideally wealth management or investment administration.
  • Excellent attention to detail and accuracy.
  • Strong organizational and multitasking skills in a fast-paced environment.
  • Professional communication skills, both written and verbal.
  • Proficient in Microsoft Office and CRM or portfolio management systems.
What's on Offer
  • Competitive salary of £30,000-£35,000, depending on experience.
  • Supportive and collaborative team culture.
  • Genuine opportunities for career progression within the wealth management sector.
  • Convenient Thames Ditton location with local amenities and transport links.

If you're looking to take the next step in your financial administration career and join a firm that values accuracy, integrity, and professionalism, we'd love to hear from you.

Company 

Blakemore Recruitment

Location 

Thames Ditton

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£30,000 - £35,000 Per Annum

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