Senior IFA Administrator
Location: Guildford
Salary: 38,000- 42,000 DOE
Permanent Role working Monday - Friday
We are seeking a Senior IFA Administrator to support our client's growing team. This is a key role within the business, combining core administration with paraplanning support and work-quality checking. You will be responsible for ensuring the smooth and efficient progression of client cases, maintaining accurate records, and acting as a reliable point of contact for both clients and providers.
Key Responsibilities
* Act as a main client contact, maintaining accurate records and preparing meeting documents
* Process applications, transfers, policy changes, fund switches and withdrawals
* Liaise with providers and manage client servicing requests
* Draft suitability reports and conduct product and fund research
* Ensure compliance documentation is completed and filed correctly
* Review admin workflows, carry out spot checks and support quality standards
About You
* Strong knowledge of pensions, investments and financial planning processes
* Excellent attention to detail and communication skills
* Confident using Intelligent Office or similar systems
* Experience reviewing others' work is an advantage
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Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
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