Senior IFA Administrator

Senior IFA Administrator – Guildford

Salary:
Up to £42,000 + benefits.

Office/WFH:
Fully office based.

Requirements:
Previous IFA administration experience.

Role Snapshot: A varied role focusing most of your time on IFA administration, but also 20% paraplanning involvement and 20% quality checking on 4 IFA administrators.

We are expanding our IFA business and adding a Support Team, while introducing a new Paraplanning Team. This role has the potential to progress along the paraplanner route or into admin team management.

Company / Team: This role, within an established IFA business, is open purely due to business growth. You will join a team of 4 IFA administrators in this office of 15, with additional administrative roles elsewhere.

The Role: This Senior IFA Administrator supports several advisors and a paraplanner, with further paraplanners planned for the future.

Key responsibilities include:

• A point of contact for clients on behalf of the Financial Planners.
• Processing all business in line with processes/procedures, collating AML documentation.
• Preparing documentation, valuations, and reports for client meetings.
• Processing account applications, transfers, and new business submissions and servicing existing business which could include policy changes, fund switches and withdrawals.
• Liaising with product providers and third parties to obtain information and manage client requests.
• Drafting detailed and robust suitability reports using provided tools, across a range of advice areas.
• Ensuring all compliance, internal documents, and provider paperwork are completed accurately.
• Collaborating with the Advisers to discuss client objectives, gathering information required to prepare suitability reports.
• Periodically checking work being completed through regular and spot checks on admin staff.

Skills / Experience

Required:

Previous IFA administration experience, good understanding of MS Office (Intelligent Office exposure helpful), team player with a can‑do attitude, strong attention to detail, and a valid driver's licence.

Benefits: Salary up to £42,000 + benefits, and opportunity to develop towards a paraplanner role or admin team management.