IFA Administrator

Are you an experienced IFA Administrator looking for a new challenge in a supportive, close-knit environment? A highly successful and fully independent financial planning practice in Guildford is seeking a dedicated professional to join their team. This is a fantastic opportunity to work a team of leading financial planners and make a meaningful impact on clients' financial futures.

The opportunity:
As an IFA Administrator, you will be an essential part of the advice process, supporting a team of skilled financial planners. This role goes beyond traditional administration—it includes regular client contact and the chance to be an integral part of a business that prides itself on delivering outstanding outcomes for their clients.

Key responsibilities:

• Provide comprehensive administrative support to financial planners.
• Prepare client documentation and reports with accuracy and efficiency.
• Maintain and update client records on financial planning software.
• Be a point of contact for clients, ensuring exceptional service at every interaction.
• Work collaboratively with the team to enhance operational effectiveness.

About you:
We’re looking for a confident and detail-oriented individual with:

• Experience in IFA administration within a financial planning practice.
• Strong organizational and time-management skills.
• Excellent communication abilities, both written and verbal.
• Proficiency with financial planning systems and tools (desirable).
• A genuine passion for delivering a superior client experience.

What you’ll receive:

• Salary: Competitive basic salary of up to £35,000
• Bonuses - annually and performance related
• Benefits: A generous benefits package, including up to 10% pension contributions.
• A friendly, professional work environment that values collaboration and personal development.
• Hybrid working - split between office & home

Why Join This Firm?
This independent practice is known for its supportive culture, where every team member plays a vital role in their success. With a commitment to professional growth and a focus on building long-term client relationships, this is a place where your career can truly thrive.