Senior IFA Administrator

Lloyd Recruitment - Epsom; Guildford; On-site; GBP 38,000 - 42,000; Full time

Job summary

A leading recruitment agency is seeking a Senior IFA Administrator to join their growing team in Guildford. This pivotal role involves supporting clients, managing client cases, and ensuring compliance in financial services. The ideal candidate will have strong knowledge of pensions and investments, excellent attention to detail, and experience using Intelligent Office or similar systems. This is a permanent position offering a competitive salary of £38,000 to £42,000 based on experience.

Benefits

Retail voucher worth up to £500 for referrals

Qualifications

• Strong knowledge of pensions, investments, and financial planning processes.
• Excellent attention to detail and communication skills.
• Confident using Intelligent Office or similar systems.

Responsibilities

• Act as main client contact, maintaining accurate records and preparing meeting documents.
• Process applications, transfers, policy changes, fund switches and withdrawals.
• Liaise with providers and manage client servicing requests.
• Draft suitability reports and conduct product and fund research.
• Ensure compliance documentation is completed and filed correctly.
• Review admin workflows, carry out spot checks and support quality standards.

Skills

Pensions knowledge

Investments knowledge

Financial planning processes

Attention to detail

Communication skills

Proficient in Intelligent Office or similar systems

Job description

Senior IFA Administrator

Location

Guildford

Salary

£38,000-£42,000 DOE

Employment Type

Permanent, Monday – Friday

Overview

We are seeking a Senior IFA Administrator to support our clients growing team. This is a key role within the business, combining core administration with paraplanning support and work-quality checking. You will be responsible for ensuring the smooth and efficient progression of client cases, maintaining accurate records, and acting as a reliable point of contact for both clients and providers.

Key Responsibilities

• Act as main client contact, maintaining accurate records and preparing meeting documents
• Process applications, transfers, policy changes, fund switches and withdrawals
• Liaise with providers and manage client servicing requests
• Draft suitability reports and conduct product and fund research
• Ensure compliance documentation is completed and filed correctly
• Review admin workflows, carry out spot checks and support quality standards

About You

• Strong knowledge pensions, investments and financial planning processes
• Excellent attention to detail and communication skills
• Confident using Intelligent Office or similar systems
• Experience reviewing others’ work is an advantage

Benefits

Refer a friend and earn a retail voucher worth up to £500!

Application Process

Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.

Equal Opportunities

Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.

Privacy and GDPR

By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.

Reference

MJ15355