🍁 SearchCanadaJobs.com

IFA Administrator - Cobham

Company

Blakemore Recruitment

Location

Cobham, England

Type

Full-time

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
  • ...

    🍁 Ready to Apply?

    Take the next step in your Canadian career

    Apply Now