Job Title / Location
Senior IFA Administrator, Guildford
Salary
To £32,000 + benefits
Office / WFH
Fully office based
Requirements
At least 12 months previous IFA administration experience
Role Snapshot
A role exposing you to all product lines, across pensions, investments, life and protection – working closely with the IFA’s and Paraplanners, processing business and acting as a main client point of contact
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 IFA Administrator role helps to support several Advisors as well as a Senior Administrator and 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 all business in line with processes / procedures, collating AML documentation.
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