IFA Assistant

Financial Services Assistant - Permanent Post

  •   Leatherhead
  • 22000-24000pa
  • Date Posted ‐ 13 / 01 / 2021
  • Job Reference ‐ STBGR130121

Are you a Graduate with 1 years Administration experience and looking for an exciting opportunity within Financial Services?

Due to continued expansion our client, a reputable market leader within their field is seeking an Administrator to provide support and be part of a close nit and friendly team.

You’ll benefit from working at an organisation with a growing reputation, that will be an excellent addition to your career history. With study support available, this company nurture their staff so that they can be the best in their industry. Working with a small team, (all experts in their knowledge) you’ll be working in a positive environment that will help you upskill as well as collaborate with professionals at a variety of different levels giving you valuable experience.

Duties will include:

  • Administering new client pensions
  • Writing up investment and risk contracts
  • Servicing existing client arrangements
  • Carrying out liaisons with product providers and strategic partners efficiently
  • Updating client and product records


  • Excellent communication skills with people at all levels
  • Confident working with numbers
  • Precise and accurate with your work
  • Adaptable to prioritise and organise your workload to meet deadlines.
  • A professional manner, positive attitude, self-motivation, and proactive approach
  • IT Savvy
  • GCSE English and Maths A*- B (or equivalent)

Our client provides a unique, client focused process and are therefore looking for an individual with a positive attitude and a professional manner.

Salary - £20,000 - £24,000 DOE + Fantastic benefits + Study support + Free Parking

Hours - 8:30am - 5pm

Staci Taylor-Black Photograph

Posted By: Staci Taylor-Black

Tel: 0208 256 0919

Born and bred in Essex, Staci has a background within construction before becoming a successful commercial consultant within Surrey and surrounding areas. Her dedication and focus means she consistently delivers a first-class service to all she works with. In her spare time, Staci enjoys spending time with her family and socialising with a glass of prosecco or two!

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