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Senior IFA Administrator

Posted: 28/01/26
Recruiter:Faith Recruitment
Reference:3063387174
Type:Permanent
Salary:£36,000 - £42,000 Annual
Location:Guildford, Surrey
Description:

Senior IFA Administrator

Guildford

36,000 - 42,000 DOE

Our client is looking to recruit a Senior IFA Administrator to join their expanding team, driven by strong business growth. This varied and fulfilling role will play a pivotal part in supporting both paraplanners and financial advisers, helping to maintain the high standards of service their clients receive.

Key Responsibilities:

  • Act as a key liaison between Financial Planners, the support team, and clients.
  • Maintain and update back-office systems and client records, ensuring data is accurate and compliant.
  • Manage administrative tasks including AML documentation, account applications, transfers, and policy changes.
  • Prepare and present client-facing materials, such as reports, valuations, and meeting documentation.
  • Conduct in-depth paraplanning research.
  • Collaborate closely with Financial Advisers to align on client objectives and gather necessary information for reports.
  • Monitor and review the quality of administrative workflows, performing regular checks and identifying areas for improvements.
  • Provide feedback, training, and ongoing support to the admin team.

Requirements:

  • Over five years of IFA administration experience.
  • Qualified to, or actively working toward, a Level 4 Diploma in Financial Planning.
  • Extensive expertise in pensions, investments, and the use of financial-planning platforms and back-office systems.

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