Senior IFA Administrator

Price Ferguson; Guildford; On-site; GBP 36,000 - 42,000; Full time

Job summary

A financial planning practice in Guildford is seeking a Senior IFA Administrator to support Financial Advisers and Paraplanners. This role involves client communication, detailed report drafting, and quality checks of administration processes. Ideal candidates will have over 5 years of IFA administration experience, Level 4 diploma qualifications, and strong attention to detail. A full-time position, the role is office-based, Monday to Friday.

Qualifications

• At least 5 years of IFA administration experience.
• Understanding of financial planning sector including pensions and investments.
• Confident using platforms and tools to produce illustrations.

Responsibilities

• Act as a main point of contact for clients, providing proactive communication.
• Draft detailed suitability reports across a range of advice areas.
• Review administration workflows to ensure processes are followed.

Skills

IFA administration experience

Communication skills

Attention to detail

Education

Level 4 diploma or working towards it

Job description

This 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 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 will 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 communication
• Maintain accurate client records and ensure back-office systems are up to date
• Prepare documents, valuations and reports for client meetings
• Process applications, transfers, policy changes, fund switches, and withdrawals
• Liaise with providers and third parties to manage requests efficiently

Paraplanning

• Draft detailed suitability reports across a range of advice areas
• Conduct product research and fund analysis as needed
• Ensure compliance documents and provider forms are completed and stored correctly
• Collaborate with advisers to gather client information

Work Quality Checking

• Review administration workflows to ensure processes are followed
• Carry out regular and spot checks on admin work
• Provide feedback and support to the Admin Manager

  Company

  Price Ferguson Ltd has a long-standing reputation for providing tailored financial planning services. We pride ourselves on delivering trusted advice and building strong client relationships.

  The Person

  • Has at least 5 years of IFA administration experience
  • Is Level 4 diploma qualified or working towards it
  • Understands the financial planning sector, including pensions and investments
  • Is confident using platforms and tools to produce illustrations
  • Has strong attention to detail and excellent communication skills
  • Has experience reviewing others' work and supporting team development

  Seniority Level

  Not Applicable

  Employment Type

  Full-time

  Job Function

  Administrative, Finance, and Other

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