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Ifa admin

Dorking
Permanent
Posted: 27 October
Offer description

IFA Administrator Salary: Up to £35,000 (depending on experience) Location: Dorking, Surrey (Hybrid – 1 day working from home per week) Job Type: Full-time, Permanent Are you an experienced Financial Services / IFA Administrator looking to join a supportive and forward-thinking firm? We’re working with a well-established Independent Financial Adviser (IFA) practice based in Dorking that is seeking a proactive and detail-oriented IFA Administrator to join their growing team. The Role As an IFA Administrator, you’ll play a key role in supporting a team of Financial Advisers by ensuring the smooth and efficient processing of client business. Your responsibilities will include: Preparing and processing new business applications and client reviews Liaising with providers and clients to obtain and update information Maintaining accurate client records using CRM systems Producing valuation reports and documentation for client meetings Supporting compliance and regulatory requirements About You: Previous experience in an IFA or financial planning environment is essential Strong knowledge of pensions, investments, and protection products Excellent attention to detail and organisational skills Confident communicator with a client-focused approach Proficient in Microsoft Office and CRM systems (e.g., Intelligent Office) What’s on Offer: Competitive salary up to £35,000 Hybrid working – 1 day per week from home Supportive and collaborative team culture Opportunities for professional development and qualifications Modern office in a convenient Dorking location If you’re ready to take the next step in your financial services career, apply today to join a firm that values your contribution and supports your growth.

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