Senior IFA Administrator – £36,000 - £42,000 depending on experience – Guildford
The following information provides an overview of the skills, qualities, and qualifications needed for this role.
The Role
Are you an experienced IFA Administrator who thrives in a busy, detail-focused environment? Do you enjoy being the reliable support that helps financial planners deliver high-quality advice?
Price Ferguson Ltd is a well-established financial planning practice based in Guildford. Due to continued growth, we are looking for a Senior IFA Administrator to join our friendly, professional team.
This is a varied and rewarding position where you'll play a key part in supporting our Paraplanners and Financial Advisers. The role is fully office-based, Monday to Friday, 9am to 5pm.
You'll be involved in a mix of administration (60%), paraplanning (20%) and work quality checking (20%).
If you're ready to take the next step in your financial services career and want to be part of a growing and professional team, we would love to hear from you.
Key Responsibilities:
Administration
Act as a main point of contact for clients, providing clear and proactive communication
Maintain accurate client records and ensure back-office systems are up to date
Prepare documents, valuations and reports for client meetings
Process applications, transfers, policy changes, fund switches, and withdrawals
Liaise with providers and third parties to manage requests efficiently
Paraplanning
Draft detailed suitability reports across a range of advice areas
Conduct product research and fund analysis as needed
Ensure compliance documents and provider forms are completed and stored correctly
Collaborate with advisers to gather client information
Work Quality Checking
Review administration workflows to ensure processes are followed
Carry out regular and spot checks on admin work
Provide feedback and support to the Admin Manager
Company:
Price Ferguson Ltd has a long-standing reputation for providing tailored financial planning services. We pride ourselves on delivering trusted advice and building strong client relationships.
The Person
We are looking for someone who:
Has at least 5 years of IFA administration experience
Is Level 4 diploma qualified or working towards it
Understands the financial planning sector, including pensions and investments
Is confident using platforms and tools to produce illustrations
Has strong attention to detail and excellent communication skills
Has experience reviewing others' work and supporting team development
Is confident using Intelligent Office or similar systems
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