IFA Administrator

IFA Administrator – Cheam, Surrey Salary: Up to £30,000 basic plus bens Job Type: Full-time, Permanent We have a great opportunity for an administrator to join a professional financial services office. The role focuses on providing efficient administrative support and maintaining high standards of client and compliance administration. Key Responsibilities include supporting daily office administration, managing client documentation and onboarding, preparing and issuing client information packs, liaising with clients and external providers, updating CRM systems, maintaining accurate records, and supporting compliance and regulatory requirements. About the Candidate: The successful candidate will have previous experience in an administrative or an office-based role and demonstrate strong organisational and communication skills. You will be highly detail-oriented, confident using Microsoft Office, and able to manage multiple tasks effectively. Experience within financial services or a professional services environment is desirable but not essential. A proactive attitude, reliability, and willingness to learn are essential for success in this role. Ref:15178