An opportunity has arisen for a Senior IFA Administrator to join a well-established company providing independent financial planning, pension advice, and wealth management services to private clients.
As a Senior IFA Administrator, you will provide senior-level administrative and paraplanning support to Financial Advisers, ensuring accuracy, efficiency and regulatory compliance.
This full-time permanent role offers a salary range of £36,000 - £42,000 and benefits.
You will be responsible for:
? Acting as a key support to Financial Advisers and Paraplanners to maintain high standards of client service
? Serving as a point of contact for clients, handling queries professionally and proactively
? Maintaining and updating back-office systems and client records
? Processing new business, applications, transfers and ongoing servicing requests
? Preparing meeting documentation, valuations and supporting paperwork
? Liaising with product providers and third parties to obtain required information
? Drafting suitability reports across a broad range of advice areas
? Undertaking technical research, including product and fund analysis
? Carrying out regular file checks and spot checks on team output
What we are looking for:
? Previously worked as an IFA Administrator, Paraplanner, Financial Administrator, Financial Services Administrator, Financial Planning Administrator, Pension Administrator, or in a similar role
? Have at least 2-3 years of experience in IFA administration within a financial planning environment, directly supporting Financial Advisers
? Ideally Diploma Level 4 qualified, or actively working towards this qualification
? Strong technical knowledge of pensions and investment products
? Experience using financial platforms to generate illustrations and related documentation
? Confident user of Microsoft Word, Excel and Outlook
? Thorough understanding of Intelligent Office or similar back-office systems
What's on offer:
....Read more...
Type: Permanent Location: Guildford
Start:
Duration:
Salary / Rate: 36000-42000 Per Annum
Posted: 2026-02-26 16:07:48
