Job Description
IFA Administrator -Flexible working options and 1 day from home
Cranleigh
£32,000 – £38,000 (depending on experience)
Client Overview
This opportunity sits within a boutique independent financial planning firm
The business has built a strong reputation for providing thoughtful, holistic advice and prides itself on maintaining close relationships with clients.
This role blends traditional IFA administration with more technical administrative work and client servicing, making it ideal for someone who enjoys being involved in the wider financial planning process.
Despite being a small practice, the firm has ambitious growth plans over the next five years. The culture is collaborative, supportive and genuinely team-focused. The support team works closely together, with the administrator working alongside one other IFA Administrator and the Office Manager to ensure the smooth delivery of client service and day-to-day operations.
This role would suit an experienced IFA Administrator who values working within a boutique, close-knit team where collaboration and communication are part of the day-to-day culture.
Role Details
* Supporting the Financial Planner and Paraplanner with a mixture of client service and technical administration.
* Preparing client documentation, meeting packs and review materials.
* Assisting with annual review processes and ensuring client records remain accurate and up to date.
* Processing new business applications and liaising with providers.
* Maintaining client files and ensuring documentation is organised and compliant.
Benefits / Details
* Salary £32,000 – £38,000 depending on experience.
* Hybrid working with 1 day per week from home.
* Flexible working hours, allowing employees to balance work around life and family commitments.
* Opportunity to work within a supportive boutique firm with strong growth plans.
* Collaborative team culture where administrators, advisers and paraplanners work closely together.
If you are an experienced IFA Administrator who enjoys working in a close-knit team and values flexibility alongside a professional, client-focused environment, please apply and we can discuss the role in more detail.