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Ifa administrator

Guildford
Permanent
Heat Recruitment
Ifa administrator
Posted: 23 February
Offer description

Location

Guildford

Salary £27000 - £30000 TypePermanent WorkplaceOn-Site Ref89912

Recruiter Managing This Role

IFA Administrator

Guildford

This 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. They provide a service that is consistently personalised and transparent.

You will play a key role in supporting our advisers and ensuring a smooth, compliant, and high-quality client journey from start to finish. Ongoing training and genuine career development opportunities are available for those looking to grow within financial planning.

Benefits:

1. £25,000£30,000
2. 25 days holiday + Bank Holidays
3. 5% employer / 3% employee
4. Monday Friday, 9am 5pm (37.5 hours)
5. Free on-street parking
6. Regular social events
7. Friendly, supportive team culture

To be considered for this IFA admin position:

8. 12months experience in an IFA or financial planning admin role
9. Strong organisational skills and attention to detail
10. Confident in liaising with providers and clients
11. A proactive, team-oriented mindset

Apply today to be considered for this opportunity.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career

Adviser Support, Client Liason, Wealth Management, Financial Services, Financial Planning

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