Overview
We are a well-established firm of Independent Financial Advisers in Leatherhead, providing face to face advice to high-net worth clients in the Southeast and London.
Previous experience in the financial services/IFA sector is ideal but not a requirement. A working knowledge of investment platforms, back-office systems and experience in using Intelligent Office (IO) would be advantageous.
The main duties of this role include; supporting the team with financial administration, client reporting, client enquiries, valuations and processing recommendations.
What we are looking for in our ideal Administrator:
- Effective organisational and planning skills
- Able to work to deadlines
- Able to forge and develop relationships
- Experienced using Microsoft Word, Excel & Outlook
- Delivery focused, with a drive for quality throughout
- Excellent interpersonal and communication skills
- Must have a keen eye for detail
The ideal candidate will be proactive, analytical, and capable of working independently while contributing as part of a collaborative team. This role is essential for maintaining the organisation’s financial health and supporting strategic growth initiatives through expert financial stewardship.
16 hours per week spread over 4 days, ideally Monday to Thursday, however, can be flexible.
Pay: From £900.00 per month
Benefits:
Work Location: In person
