Senior IFA Administrator — Path to Paraplanner & Leadership

Ernest Gordon Recruitment; Guildford; On-site; GBP 38,000 - 45,000; Full time

Job summary

A reputable wealth management company in Guildford seeks an IFA Administrator aiming for a supervisory position. The ideal candidate will manage an administration team, assist with paraplanning, and ensure the smooth running of financial plans. This role offers up to £45,000, along with a company pension, training, health scheme, and a supportive work environment. Join a respected firm dedicated to employee development and exceptional financial service delivery.

Benefits

Company Pension

Company Training

Study Support

Health Scheme

Good Work Life Balance

Qualifications

• Experience in managing administration team.
• Strong background in IFA Administration or related fields.
• Ability to assist with paraplanning tasks.

Responsibilities

• Manage and assist younger members of staff.
• Assist with paraplanning work.
• Execute general administrative checks and tasks.

Skills

Experience in IFA Administration

Paraplanning experience

Financial planning skills

Education

Part or fully qualified in relevant financial studies

Job description

A reputable wealth management company in Guildford seeks an IFA Administrator aiming for a supervisory position. The ideal candidate will manage an administration team, assist with paraplanning, and ensure the smooth running of financial plans. This role offers up to £45,000, along with a company pension, training, health scheme, and a supportive work environment. Join a respected firm dedicated to employee development and exceptional financial service delivery.