IFA Administrator

1 week ago


Guildford, United Kingdom mbf Full time

Are you an experienced IFA Administrator looking for a new challenge in a supportive, close-knit environment? A highly successful and fully independent financial planning practice in Guildford is seeking a dedicated professional to join their team. This is a fantastic opportunity to work a team of leading financial planners and make a meaningful impact on clients' financial futures.


The opportunity:

As an IFA Administrator, you will be an essential part of the advice process, supporting a team of skilled financial planners. This role goes beyond traditional administration—it includes regular client contact and the chance to be an integral part of a business that prides itself on delivering outstanding outcomes for their clients.


Key responsibilities:

  • Provide comprehensive administrative support to financial planners.
  • Prepare client documentation and reports with accuracy and efficiency.
  • Maintain and update client records on financial planning software.
  • Be a point of contact for clients, ensuring exceptional service at every interaction.
  • Work collaboratively with the team to enhance operational effectiveness.


About you:

We’re looking for a confident and detail-oriented individual with:

  • Experience in IFA administration within a financial planning practice.
  • Strong organizational and time-management skills.
  • Excellent communication abilities, both written and verbal.
  • Proficiency with financial planning systems and tools (desirable).
  • A genuine passion for delivering a superior client experience.


What you’ll receive:

  • Salary: Competitive basic salary of up to £35,000
  • Bonuses - annually and performance related
  • Benefits: A generous benefits package, including up to 10% pension contributions.
  • A friendly, professional work environment that values collaboration and personal development.
  • Hybrid working - split between office & home


Why Join This Firm?

This independent practice is known for its supportive culture, where every team member plays a vital role in their success. With a commitment to professional growth and a focus on building long-term client relationships, this is a place where your career can truly thrive.


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