Senior IFA Administrator - Guildford
£35,000 - £40,000
Are you an experienced IFA Administrator looking to take the next step in your career?
We're working with a highly respected, Chartered Financial Planning firm based in Guildford that's looking to add a Senior IFA Administrator to its growing team. This is a fantastic opportunity to join a professional, client-focused environment that truly values its people.
The Role
As a Senior IFA Administrator, you'll play a key role in supporting a team of Financial Planners, ensuring that clients receive an exceptional service throughout the advice process.
Your responsibilities will include:
* Preparing and processing new business applications
* Producing valuations, illustrations and client review packs
* Liaising with providers and clients to obtain policy information
* Maintaining accurate client records on the back-office system
* Supporting Paraplanners and Advisers with technical administration tasks
About You
We're looking for someone with:
* Previous experience working within an IFA or Wealth Management environment
* Strong knowledge of pensions, investments and protection products
* Excellent attention to detail and organisational skills
* A proactive, team-oriented approach
What's on Offer
* Competitive salary up to £45,000 (depending on experience)
* Support with exams and professional development
* A friendly, professional working environment with genuine progression opportunities
If you're a confident and experienced IFA Administrator seeking a step up in responsibility and career development, we'd love to hear from you.
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