Senior IFA Administrator
Senior IFA AdministratorGuildfordThis is an opportunity to join a close-knit team of around 15 professionals who deliver truly personal financial planning. They support individuals, families, and business owners across Surrey and the South East, providing a service that is consistently personalised and transparent.As a Senior IFA Administrator, you will play a key role in supporting advisers and ensuring a smooth, compliant, and high-quality client journey from start to finish.Approximately 80% of your role will focus on administrative support, complex case management, and overseeing client processes. The remaining 20% will involve assisting with supervision of other team members and supporting aspects of report writing alongside advisers and paraplanners.Ongoing training and genuine career development opportunities are available for those looking to progress further within financial planning.Benefits:£32,000-£38,000 25 days'' holiday + Bank Holidays5% employer / 3% employee pensionMonday - Friday, 9am - 5pm (37.5 hours)Free on-street parkingRegular social eventsFriendly, supportive team cultureTo be considered for this Senior IFA Administrator position: 3+ years'' experience in an IFA or financial planning administration roleExperience handling complex cases independentlyStrong organisational skills and attention to detailConfident liaising with providers, platforms, and clientsA proactive, team-oriented mindset with leadership qualitiesApply today to be considered for this
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