Senior IFA Administrator

ARC; Guildford; On-site; GBP 28,000 - 38,000; Full time

Job summary

A growing IFA business in Guildford is seeking a Senior IFA Administrator to support multiple Advisors and help establish a new Paraplanning team. The ideal candidate will have experience in IFA administration, with responsibilities including client communication and document processing. This office-based role offers a salary of up to £38,000 plus benefits, and there's potential for advancement within the company.

Qualifications

• Previous IFA administration experience is essential.

Responsibilities

• Be a point of contact for clients on behalf of the Financial Planners.
• Process business in line with procedures, collating AML documentation.
• Prepare documentation, valuations, and reports for client meetings.
• Process account applications and transfers.

Skills

IFA administration experience

Job description

• Job Title / Location : Senior IFA Administrator, Guildford
• Salary : To £38,000 + benefits
• Office / WFH : Fully office based
• Requirements : Previous IFA administration experience
• Role 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 staff

This expanding IFA business is in the process of adding to their Support Team at the same time as introducing a new Paraplanning Team with the potential for this role to go down the Paraplanner route or admin team management.

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 Senior IFA Administrator role helps to support several Advisors as well as a 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 business in line with processes / procedures, collating AML documentation.
• Prepare documentation, valuations, and reports for client meetings.
• Process account applications, transfers, ...