IFA Administrator
A leading national financial planning business is looking for an experienced IFA Administrator to join its Weybridge, Surrey office.
The Opportunity
An experienced IFA Administrator will become a valued member of a professional, supportive and high‑performing advice team.
Your Responsibilities Will Include
* Managing client correspondence and maintaining strong client relationships
* Processing new business applications across pensions, investments and protection
* Preparing client review packs and meeting documentation
* Arranging client meetings and managing financial planner diaries
* Requesting provider illustrations and product information
* Maintaining accurate, well‑presented and compliant client records on internal systems
* Handling client enquiries, provider communication and requests
* Providing general back‑office and operational support using Intelligent Office (IO)
* Ensuring all administration is carried out in line with internal procedures and regulatory standards
Career Progression
The firm offers a clear and structured pathway. Opportunities include Trainee Paraplanner, Paraplanner, or Financial Adviser, although administrators who wish to specialise in administration can also build long‑term careers within the team.
Benefits & Package
* 25 days holiday plus bank holidays
* Your birthday off
* Annual salary reviews
* Staff recognition and awards programmes
* Study support for professional industry qualifications
* Adviser Academy – comprehensive in‑house training programme
* Clear career progression opportunities
* Hybrid and flexible working arrangements
* Additional holiday purchase scheme
* Life assurance
* Company pension
* Corporate eye‑care cover
About You
This role is suitable for an individual with existing experience in an IFA or financial planning environment who is looking to develop their career within a respected national firm.
You Will Ideally Bring
* Previous experience within IFA/Financial Planning administration
* Strong organisational skills and exceptional attention to detail
* Excellent communication and client service skills
* The ability to manage multiple priorities in a busy team environment
* Confidence using Microsoft Office and financial planning systems
Location & Salary
Weybridge, Surrey, United Kingdom | Salary: £32,000 – £35,000 per year | Permanent
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