Senior IFA Administrator

ARCC CONSULTING LIMITED; Guildford; On-site; GBP 37,800 - 46,200; Full time

Benefits offered by this job

Salary up to £42,000 + benefits

Paraplanner progression opportunity

Job summary

ARCC CONSULTING LIMITED in Guildford is seeking a Senior IFA Administrator to support several advisors within an expanding IFA business. The role centers on IFA administration with additional paraplanning involvement and quality checking of a small admin team.

You will liaise with clients, prepare documentation and reports, process applications and transfers, and ensure compliance and provider paperwork is accurate. A valid driving licence and MS Office proficiency are essential.

Qualifications

• Previous IFA administration experience.
• Good understanding of MS Office (Intelligent Office exposure helpful).
• Team player with a can‑do attitude.
• Valid driver’s licence.

Responsibilities

• A point of contact for clients on behalf of the Financial Planners.
• Processing all business in line with processes/procedures, collating AML documentation.
• Preparing documentation, valuations, and reports for client meetings.
• Processing account applications, transfers, and new business submissions and servicing existing business which could include policy changes, fund switches and withdrawals.
• Liaising with product providers and third parties to obtain information and manage client requests.
• Drafting detailed and robust suitability reports using provided tools, across a range of advice areas.
• Ensuring all compliance, internal documents, and provider paperwork are completed accurately.
• Collaborating with the Advisers to discuss client objectives, gathering information required to prepare suitability reports.
• Periodically checking work being completed through regular and spot checks on admin staff.

Skills

IFA administration

MS Office

Attention to detail

Team player

Tools

Intelligent Office

Job description

Senior IFA Administrator – Guildford

Salary: Up to £42,000 + benefits.

Office/WFH: Fully office based.

Requirements: Previous IFA administration experience.

Role Snapshot: A varied role focusing most of your time on IFA administration, but also 20% paraplanning involvement and 20% quality checking on 4 IFA administrators.

We are expanding our IFA business and adding a Support Team, while introducing a new Paraplanning Team. This role has the potential to progress along the paraplanner route or into admin team management.

Company / Team: This role, within an established IFA business, is open purely due to business growth. You will join a team of 4 IFA administrators in this office of 15, with additional administrative roles elsewhere.

The Role: This Senior IFA Administrator supports several advisors and a paraplanner, with further paraplanners planned for the future. Key responsibilities include:

• A point of contact for clients on behalf of the Financial Planners.
• Processing all business in line with processes/procedures, collating AML documentation.
• Preparing documentation, valuations, and reports for client meetings.
• Processing account applications, transfers, and new business submissions and servicing existing business which could include policy changes, fund switches and withdrawals.
• Liaising with product providers and third parties to obtain information and manage client requests.
• Drafting detailed and robust suitability reports using provided tools, across a range of advice areas.
• Ensuring all compliance, internal documents, and provider paperwork are completed accurately.
• Collaborating with the Advisers to discuss client objectives, gathering information required to prepare suitability reports.
• Periodically checking work being completed through regular and spot checks on admin staff.

Skills / Experience Required: Previous IFA administration experience, good understanding of MS Office (Intelligent Office exposure helpful), team player with a can‑do attitude, strong attention to detail, and a valid driver's licence.

Benefits: Salary up to £42,000 + benefits, and opportunity to develop towards a paraplanner role or admin team management.