Private Client Administrator

Private Client Administrator - Surrey - Mainly remote with occasional time in Surrey office - £33,000 - £37,000

I'm working with a successful boutique independent financial advice firm who are looking for a Client Administrator to join their dynamic client administration team.

We're looking for candidates with proven IFA administration experience, who are local to the Surrey area. This opportunity is well-suited for individuals looking to embrace a new challenge within a small IFA firm, where their contributions are highly valued, and their voice has a meaningful impact. The business is in the midst of an exciting growth trajectory due to their continued success so there's great opportunity for progression also.

Responsibilities:

• Collaborate closely with Financial Advisors to provide proactive assistance
• Manage calendars and schedule client meetings
• Communicate with affluent and high-net-worth clients to ensure a seamless process and positive experience
• Assemble meeting materials for Advisors before client meetings
• Raise invoices where required
• Database management

Joining, you will certainly feel part of a supportive culture that have a pro-active and passionate approach to their work.