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 clients 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 standardsAbout 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
Refer a friend and earn a retail voucher worth up to £500!
Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.
By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.
Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
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