Senior IFA Administrator - Guildford

Blakemore Recruitment; East Horsley; On-site; GBP 30,000 - 45,000; Full time

Job summary

A well-regarded Financial Planning Practice in Guildford is seeking a Senior IFA Administrator. The ideal candidate will have at least five years of experience in financial services, be confident in managing various financial products, and possess excellent proficiency in IRESS AO and Excel. With a competitive salary and benefits package, this role offers a great opportunity for professional growth in a supportive team environment.

Benefits

Competitive salary

Excellent benefits package

Qualifications

• At least five years of experience in Financial Services.
• Proficient in handling Investment Bonds, ISAs, and private medical insurance.
• Confident telephone skills and team fitting.

Responsibilities

• Process new business for individual and corporate clients.
• Manage fees reconciliation using IRESS AO.
• Support advisory team with administrative tasks.

Skills

Numeracy skills

Proficiency in Excel

Communication

Education

Diploma status in Financial Services

Tools

IRESS AO

Job description

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Senior IFA Administrator - Guildford, Guildford

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Client:

Blakemore Recruitment

Location:

Guildford, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

1bad7472e849

Job Views:

40

Posted:

22.06.2025

Expiry Date:

06.08.2025

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Job Description:

We are recruiting for a well-regarded Financial Planning Practice based in Guildford.

The applicant should be highly experienced, with at least five years in Financial Services.

Qualified to Diploma status or working towards it. The candidate must have experience in:

• Processing new business for both individual and corporate clients
• Investment Bonds (onshore and offshore), ISAs, Venture Capital Trusts, pensions (individual and group), Private Medical Insurance, and Life-related business

The applicant should be confident on the telephone and able to fit into a team of advisory, advisory support, and admin.

Extremely competent in using IRESS AO product (formerly 1st Software), especially fee reconciliation, which is vital for this role.

Excellent numeracy skills and proficiency in Excel are required.

Great salary and benefits package on offer.