IFA Administrator - Thames Ditton

Financial Administrator – Wealth Management

Location: Thames Ditton, Surrey

Salary: £30,000-£35,000 (depending on experience)

Hours: Full-time, hours per week

An excellent opportunity has arisen for an experienced Financial Administrator to join a well-established and professional wealth management firm based in Thames Ditton, Surrey. This role is ideal for someone with strong attention to detail and a genuine interest in financial services who is looking to develop their career within a supportive and client-focused environment.

The Role

As a Financial Administrator, you’ll play a key role in supporting advisers and clients, ensuring the smooth running of daily operations. You’ll be responsible for client onboarding, investment administration, compliance, and general operational support — helping the team deliver outstanding service to their clients.

Key Responsibilities

• Assist with client onboarding, including KYC and AML checks.
• Maintain accurate client files, investment mandates, and regulatory records.
• Respond to client queries promptly and professionally.
• Process investment instructions, portfolio valuations, and performance reports.
• Liaise with investment platforms to ensure accurate settlements and reconciliations.
• Process payments and transfers within agreed timescales.
• Support compliance processes, including due diligence and regulatory checks.
• Provide administrative and diary management support to advisers.

About You

• Experience within financial services, ideally wealth management or investment administration.
• Excellent attention to detail and accuracy.
• Strong organizational and multitasking skills in a fast-paced environment.
• Professional communication skills, both written and verbal.
• Proficient in Microsoft Office and CRM or portfolio management systems.

What’s on Offer

• Competitive salary of £30,000-£35,000, depending on experience.
• Supportive and collaborative team culture.
• Genuine opportunities for career progression within the wealth management sector.
• Convenient Thames Ditton location with local amenities and transport links.

If you’re looking to take the next step in your financial administration career and join a firm that values accuracy, integrity, and professionalism, we’d love to hear from you.