Senior IFA Administrator – Guildford
Salary : £34,000 – £38,000 (dependent on experience)
Hours : 9am – 5pm, fully office based
An established and expanding financial planning firm based in Guildford is seeking an experienced Senior IFA Administrator to join its growing team.
This new position has arisen due to continued business growth and offers an excellent opportunity for an experienced professional to support Financial Advisers and Paraplanners in delivering high-quality, compliant advice to clients. The role will suit someone who enjoys variety, takes pride in attention to detail, and has experience in both administration and light paraplanning responsibilities.
Role Overview
The successful candidate will be involved across three key areas of the business :
* Administration (60%)
* Paraplanning support (20%)
* Work quality checking (20%)
Key Responsibilities
Administration :
* Work closely with Financial Planners and the Support Team to deliver excellent client service.
* Act as a point of contact for clients, ensuring clear and proactive communication.
* Maintain accurate client records and update back-office systems.
Process new business, account applicatio...
#J-18808-Ljbffr