Overview
Financial Planning Administrator Jobs in Dorking, England, United Kingdom at Eden Rose
Title: Financial Planning Administrator
Company: Eden Rose
Location: Dorking, England, United Kingdom
Job Ref
90474
Location
Dorking
Salary
£28,000 – £35,000 Per Annum
Employment Type
Permanent
- Location: Dorking, Surrey
- Type: Permanent
- Job #90474
- Salary: £28,000 – £35,000 Per Annum
IFA Administrator
Up to £35,000
Dorking, 1 day working from home
Are you an experienced IFA Administrator looking to join a supportive and forward thinking firm? We’re working with a well-established Independent Financial Adviser (IFA) practice based in Dorking that is seeking a administrator to join their growing team.
Responsibilities
You’ll play a key role in supporting a team of Financial Advisers by ensuring the smooth and efficient processing of client business. Responsibilities will include:
- Preparing and processing new business applications and client reviews
- Liaising with providers and clients to obtain and update information
- Maintaining accurate client records using CRM systems
- Producing valuation reports and documentation for client meetings
To Be Considered For This Adviser Support Position
- Previous experience in an IFA or financial planning environment
- Knowledgeable of pensions and investments products
- Excellent attention to detail and organisational skills
- Confident communicator
- Ideally comfortable with Microsoft Office and Intelligent Office
What’s On Offer
- Competitive salary up to £35,000
- Hybrid working – 1 day per week from home
- Supportive and collaborative team culture
- Opportunities for professional development and qualifications
- Modern office in a convenient Dorking location
Apply today, if you’re ready to take the next step in your financial services career
