Senior IFA Administrator – £36,000 - £42,000 depending on experience – Guildford
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