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Ifa administrator

Cranleigh
Permanent
Heat Recruitment
Ifa administrator
Posted: 2 February
Offer description

Location

Cranleigh

Salary £30000 - £35000 TypePermanent WorkplaceOn-Site Ref89784

IFA Administrator

Salary: £30,000 £35,000 (DOE)
Location: Cranleigh, Surrey
Working Pattern: Full-time, Office-Based (Hybrid considered after probation)

Are you an experienced IFA Administrator looking for a long?term role with a respected, well?established IFA / Wealth Management firm in Cranleigh?
Our client is seeking a highly capable, committed, and detail?driven individual to join their team and play a key role in supporting their advisers across all areas of financial planning.

The Role

You will be responsible for providing comprehensive administrative support within a busy IFA environment. This includes working across the full spectrum of financial planning pensions, investments, protection, and general ongoing client servicing.

Key Requirements

1. Minimum 5 years experience working within an IFA practice broad exposure across all admin duties is essential
2. Strong understanding of how an IFA firm operates
3. Stable career history no frequent job moves
4. Local to Cranleigh and able to work onsite full time initially
5. Level 4 Diploma not essential, but part-qualified would be advantageous
6. Software experience is flexible the firm can train on systems as long as you understand the environment and processes

Working Arrangements

This role is office-based to begin with.
Hybrid working (1 day per week from home) may be offered once capability and performance are proven.
Remote working is considered a privilege, not an automatic benefit. If performance dips when working from home, the role will revert to full-time office-based.

Salary & Progression

7. Up to £35,000 for an exceptional candidate with extensive experience
8. Genuine long-term development opportunities within a supportive, professional team

Why Join?

The firm has been searching for the right person for some time they value high standards and are committed to bringing in someone who genuinely knows the IFA environment inside out. If youre someone who takes pride in delivering exceptional administrative support and wants stability, growth, and a collaborative team environment, this could be the perfect fit.

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