Job Description

IFA Administrator
Location: Cobham, Surrey

Full-time | Competitive salary + benefits 

Are you an organised, detail-driven administrator with experience in financial planning or wealth management? We’re recruiting on behalf of a well-established Independent Financial Adviser (IFA) firm in Cobham that is seeking an experienced IFA Administrator to join their supportive and professional team.

This is a fantastic opportunity for someone who enjoys working in a client-focused environment, supporting Financial Advisers and Paraplanners, and ensuring a seamless advice process from initial enquiry through to implementation.

Key Responsibilities

Client & Adviser Support
Act as a first point of contact for client enquiries

Schedule client meetings, prepare documentation, and manage correspondence

Maintain accurate client records and update internal systems
...

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IFA Administrator - Cobham

Job Description

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