IFA Administrator — Client & Case Support

Farnham Source: WhatJobs
See advert for pay

Sammons Recruitment Ltd is seeking an experienced IFA Administrator in the Farnham, Surrey area. The role focuses on supporting financial advisers, preparing client paperwork, and progressing cases efficiently.

The ideal candidate has 2+ years in IFA or financial services administration, strong organisational skills, and comfort communicating with clients and providers. CRM or planning-system experience is desirable, with a permanent full-time position offering a clear career path.

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