* Job Title / Location : Senior IFA Administrator, Guildford
* Salary : To £38,000 + benefits
* Office / WFH : Fully office based
* Requirements : Previous IFA administration experience
* Role Snapshot : A varied role focusing most of your time on IFA Admin, but also 20% paraplanning involvement and 20% quality checking on 4 IFA Admin staff
This expanding IFA business is in the process of adding to their Support Team at the same time as introducing a new Paraplanning Team with the potential for this role to go down the Paraplanner route or admin team management.
The Company / Team
This role, within an established IFA business, is open purely due to business growth and will see you add to the 4 IFA Administrators currently in this office of 15 with additional AR’s elsewhere.
The Role
This Senior IFA Administrator role helps to support several Advisors as well as a Paraplanner, with other Paraplanners planned to add to that team in coming months.
Key responsibilities include:
* A point of contact for clients on behalf of the Financial Planners.
* Process business in line with processes / procedures, collating AML documentation.
* Prepare documentation, valuations, and reports for client meetings.
* Process account applications, transfers, ...
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