Senior IFA Administrator
Guildford
£36,000 - £42,000 DOE
Our client is looking to recruit a Senior IFA Administrator to join their expanding team, driven by strong business growth. This varied and fulfilling role will play a pivotal part in supporting both paraplanners and financial advisers, helping to maintain the high standards of service their clients receive.
Key Responsibilities:
Act as a key liaison between Financial Planners, the support team, and clients.
Maintain and update back-office systems and client records, ensuring data is accurate and compliant.
Manage administrative tasks including AML documentation, account applications, transfers, and policy changes.
Prepare and present client-facing materials, such as reports, valuations, and meeting documentation.
Conduct in-depth paraplanning research.
Collaborate closely with Financial Advisers to align on client objectives and gather necessary information for reports.
Monitor and review the quality of administrative workflows, performing regular checks and identifying areas for improvements.
Provide feedback, training, and ongoing support to the admin team.
Requirements:
Over five years of IFA administration experience.
Qualified to, or actively working toward, a Level 4 Diploma in Financial Planning.
Extensive expertise in pensions, investments, and the use of financial-planning platforms and back-office systems