IFA Administrator
4 days ago
Job Title / Location Senior IFA Administrator, Guildford Salary To £32,000 + benefits Office / WFH Fully office based Requirements At least 12 months previous IFA administration experience Role Snapshot A role exposing you to all product lines, across pensions, investments, life and protection – working closely with the IFA’s and Paraplanners, processing business and acting as a main client point of contact The Company / Team This role, within an established IFA business, is open purely due to business growth and will see you add to the 4 IFA Administrators currently in this office of 15 with additional AR’s elsewhere. The Role This IFA Administrator role helps to support several Advisors as well as a Senior Administrator and Paraplanner, with other Paraplanners planned to add to that team in coming months. Key responsibilities include: A point of contact for clients on behalf of the Financial Planners. Process all business in line with processes / procedures, collating AML documentation. #J-18808-Ljbffr
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Senior IFA Administrator
3 weeks ago
Guildford, United Kingdom ARC Full timeJob Title/Location: Senior IFA Administrator, GuildfordSalary: To £38,000 + benefitsOffice/WFH: Fully office basedRequirements: Previous IFA administration experienceRole Snapshot: A varied role focusing most of your time on IFA Admin, but also 20% paraplanning involvement and 20% quality checking on 4 IFA Admin staffThis expanding IFA business is in the...
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Ifa Administrator
4 days ago
Guildford, United Kingdom Anthony Alexandra Full timeAn excellent opportunity has arisen for an IFA Administrator to work within a highly successfu Wealth Management firm - a great chance for someone looking for their next career step. The role will include full support with a journey towards becoming Diplomaqualified and beyond. This is a genuinely exciting opportunity for an ambitious individual who is...
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Senior IFA Administrator
3 weeks ago
Guildford, United Kingdom DG Partnership Ltd Full timeSenior 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...
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Senior IFA Administrator
2 days ago
Guildford, United Kingdom Price Ferguson Full timeThis range is provided by Price Ferguson. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range 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...
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Ifa Administrator
4 days ago
Guildford, United Kingdom mbf. Full timeOne of our best clients a national Financial Planning & Investment Management organisation are currently in the market to recruit an IFA Administrator to join their team in Guildford. The business is hugely successful and are one of the leading Wealth Managementbusinesses in the UK. They are looking to recruit an experienced Financial Planning/Wealth...
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Office-based IFA Administrator
5 days ago
Guildford, United Kingdom ARC Full timeAn established IFA business in Guildford seeks a Senior IFA Administrator due to growth. The role involves supporting Financial Planners and processing business documentation. You will be the main contact for clients, ensuring all transactions align with internal processes. Previous IFA administration experience of at least 12 months is required. This is a...
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Junior IFA Administrator
4 days ago
Guildford, United Kingdom Financial Planning Firm Full timeJunior IFA Administrator (Career Progression to Paraplanner) Guildford Up to £45,000 + Company Pension + Company Training + Study Support + Health Scheme + Good Work Life Balance + More Are you a Junior IFA Administrator or similar, with experience in paraplanning, financial planning or similar, looking to take the next step into your career where you can...
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Senior Ifa Administrator
2 weeks ago
Guildford, United Kingdom MB Fitzgerald Full timeMbf are working with a very successful Financial Planning organisation in Guildford to recruit a Senior IFA Administrator. Our client are well established & have offices across the UK, they have grown substantially over the past 5 years and work at the top end of the market. They are now seeking to recruit an experienced Administrator to join their support...
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Senior Ifa Administrator
4 days ago
Guildford, United Kingdom mbf. Full timeMbf are working with a very successful Financial Planning organisation in Guildford to recruit a Senior IFA Administrator. Our client are well established & have offices across the UK, they have grown substantially over the past 5 years and work at the topend of the market. They are now seeking to recruit an experienced Administrator to join their support...
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Guildford, United Kingdom Ernest Gordon Recruitment Full timeA reputable wealth management company in Guildford seeks an IFA Administrator aiming for a supervisory position. The ideal candidate will manage an administration team, assist with paraplanning, and ensure the smooth running of financial plans. This role offers up to £45,000, along with a company pension, training, health scheme, and a supportive work...