Senior IFA Administrator

3 weeks ago


Guildford, United Kingdom DG Partnership Ltd Full time

Senior IFA Administrator – £36,000 - £42,000 depending on experience – Guildford The Role Are you an experienced IFA Administrator who thrives in a busy, detail-focused environment? Do you enjoy being the reliable support that helps financial planners deliver high-quality advice? Price Ferguson Ltd is a well-established financial planning practice based in Guildford. Due to continued growth, we are looking for a Senior IFA Administrator to join our friendly, professional team. This is a varied and rewarding position where you'll play a key part in supporting our Paraplanners and Financial Advisers. The role is fully office-based, Monday to Friday, 9am to 5pm. You'll be involved in a mix of administration (60%), paraplanning (20%) and work quality checking (20%). If you're ready to take the next step in your financial services career and want to be part of a growing and professional team, we would love to hear from you. Key Responsibilities: Administration Act as a main point of contact for clients, providing clear and proactive communicationMaintain accurate client records and ensure back-office systems are up to datePrepare documents, valuations and reports for client meetingsProcess applications, transfers, policy changes, fund switches, and withdrawals...



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