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Administrator - IFA experience

Posted 2 February by Page Personnel Secretarial & Business Support Easy Apply Ended

An independent wealth management company based in Weybridge are seeking an Administrator to join their team on a permanent basis.

Client Details

A local company based in Weybridge, Surrey.


  • Provide administrative support to the team and directors
  • Ensure that all administrative requests are submitted to deadline
  • Ensure the smooth running of the office
  • Deal with all incoming client requests and ensure these are updated into the in-house database in a timely manner
  • Knowledge of Intelligent office or Advisor Office preferred
  • Providing full administrative support which will require strong organisational and administrative skills
  • Pre and post meeting preparation for client meetings (processing applications, completing valuations)
  • Diarising to ensure client paperwork and proposals move forward and obtaining letters of authority from clients
  • Strong communication skills with providers, clients and within the company
  • Handling client queries in relation to administration
  • Being proactive with regard to industry changes and ensuring team complies with FCA and internal compliance procedures ensuring client information and files remain compliant.
  • Computer literacy (ideally with experience of Intelligent Office and Volume)
  • Typing skills
  • Ensuring all correspondence and documents are checked for accuracy prior to issue to ensure excellent client service


  • Strong administrative background
  • Ability to work under pressure with often conflicting priorities
  • Professional approach
  • Ability to communicate at all levels

Job Offer

Permanent opportunity

Opportunity for growth

Reference: 34382417

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