Senior IFA Administrator — Paraplanning & Client Support

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

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.