Ifa Administrator (Godalming)

Reed; Godalming; Hybrid; GBP 28,000 - 32,000; Full time

Job summary

Reed is seeking an experienced IFA Administrator in Godalming. You will provide administrative support to Financial Advisers and Paraplanners, ensuring a smooth client journey and accurate records.

The role offers hybrid working (1 day from home) with flexi-time and a chance to build a long-term career in a growing advisory business, supporting the entire client lifecycle from onboarding to servicing.

Qualifications

• Previous experience within an IFA, Wealth Management or Financial Planning firm.
• Strong organisational and administrative skills.
• Excellent attention to detail.
• A professional and client-focused approach.
• The ability to manage multiple workloads effectively.
• A desire to build a long-term career within a supportive and growing business.

Responsibilities

• Processing new business applications
• Preparing documentation for client meetings
• Managing provider and client correspondence
• Liaising with product providers and third parties
• Maintaining accurate client records and CRM systems
• Assisting with ongoing client servicing requirements
• Producing valuations, review packs and client paperwork
• Supporting advisers throughout the advice process

Skills

IFA experience

Organisational skills

Attention to detail

Client-focused

Multitasking

Long-term career

Job description

Career IFA Administrator

Location: Godalming

Salary: £28,000 to £32,000

Hybrid Working 1 Day from Home Flexi-Time Available

A fantastic opportunity has arisen with a growing and highly respected Financial Planning firm seeking an experienced IFA Administrator to join their friendly and close-knit team.

This is an ideal role for a career administrator who enjoys being the backbone of a successful advice business and is looking for a long-term home where their contribution is genuinely valued.

The firm has built an excellent reputation for client service and is continuing to grow, making this an exciting time to join.

The Role

Working closely with Financial Advisers and Paraplanners, you will provide comprehensive administrative support and play a key role in ensuring a smooth and efficient client journey.

Key responsibilities include:

• Processing new business applications


• Preparing documentation for client meetings


• Managing provider and client correspondence


• Liaising with product providers and third parties


• Maintaining accurate client records and CRM systems


• Assisting with ongoing client servicing requirements


• Producing valuations, review packs and client paperwork


• Supporting advisers throughout the advice process

About You

The business is looking for someone who sees administration as their long-term career and takes pride in delivering a first-class service behind the scenes.

You will ideally have:

• Previous experience within an IFA, Wealth Management or Financial Planning firm


• Strong organisational and administrative skills


• Excellent attention to detail


• A professional and client-focused approach


• The ability to manage multiple workloads effectively


• A desire to build a long-term career within a supportive and growing business

What's on Offer?

• Join a well-established and growing Financial Planning firm


• Hybrid working with the option to work from home 1 day per week


• Flexi-time scheme allowing you to accrue additional time off


• Friendly, supportive and collaborative team culture


• Long-term career stability


• Competitive salary and benefits package


• Opportunity to become a valued member of a business that genuinely looks after its staff

This opportunity would suit an experienced IFA Administrator who enjoys the administrative side of financial planning and is looking for a company where they can settle, contribute and build a long-term career.