Financial Administrator

Job reference
Surrey, Surrey, United Kingdom
Start date
To be arranged
Administration & underwriting jobs / IFA jobs / Investment jobs
Contract type(s)
Full time
Date posted

Job Title: Financial Administrator


Salary: £23,000 - £30,000


Location: Surrey


Experience (essential): Previous experience in an IFA environment working with investment platforms.


The role


  • Day to day you will provide administrative support to the Financial Advisers and Paraplanners.
  • Some of your duties will consist of (but not be limited to); maintaining up to date client records and data using the back office database and document management system, obtain plan information from providers, process and track new business applications, prepare and issue letters of authority, prepare invoices, liaise with clients and providers and operate within the compliance and corporate standards of the business.


  • The successful candidate will receive a salary of £23,000 - £30,000 and 25-days holiday.
  • Other benefits include a death in service scheme, income protection scheme and a cash plan health benefits scheme.
  • Professional development and training will be supported fulfilling your long-term goals.
  • Free parking is available at the office location.


The Company


  • Our client is a well-established, Independent, Wealth Management and Financial Planning business founded almost 20 years ago.
  • They work in a consistent client-centric way to ensure that their customers have the best stress-free experience.
  • The team consists of over 30 highly qualified and experienced individuals.


Not ready to start the application process or have some questions first? Why not apply and have a confidential chat with one of our Directors, Lewis Byford/Lee Old. Alternatively find us on LinkedIn and send us a message!



Antony George Recruitment
Antony George Recruitment
01268 669 313