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Permanent

IFA Administrator

Guildford
money-bag 36000.00-36000.00 Annual
3075697690
Posted 2 weeks ago

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

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