Senior IFA Administrator

New Today

Base Pay Range Senior IFA Administrator – £34,000 - £38,000 depending on experience – Guildford The Role Are you an experienced IFA Administrator who thrives in a busy, detail-focused environment? Do you enjoy being the reliable support that helps financial planners deliver high-quality advice? Price Ferguson Ltd is a well-established financial planning practice based in Guildford. Due to continued growth, we are looking for a Senior IFA Administrator to join our friendly, professional team. This is a varied and rewarding position where you'll play a key part in supporting our Paraplanners and Financial Advisers. The role is fully office-based, Monday to Friday, 9am to 5pm. You’ll be involved in a mix of administration (60%), paraplanning (20%) and work quality checking (20%). If you’re ready to take the next step in your financial services career and want to be part of a growing and professional team, we would love to hear from you. Key Responsibilities Administration
Act as a main point of contact for clients, providing clear and proactive communication Maintain accurate client records and ensure back-office systems are up to date Prepare documents, valuations and reports for client meetings Process applications, transfers, policy changes, fund switches, and withdrawals Liaise with providers and third parties to manage requests efficiently
Paraplanning
Draft detailed suitability reports across a range of advice areas Conduct product research and fund analysis as needed Ensure compliance documents and provider forms are completed and stored correctly Collaborate with advisers to gather client information
Work Quality Checking
Review administration workflows to ensure processes are followed Carry out regular and spot checks on admin work Provide feedback and support to the Admin Manager
Company Price Ferguson Ltd has a long-standing reputation for providing tailored financial planning services. We pride ourselves on delivering trusted advice and building strong client relationships. The Person We are looking for someone who:
Has at least 5 years of IFA administration experience Is Level 4 diploma qualified or working towards it Understands the financial planning sector, including pensions and investments Is confident using platforms and tools to produce illustrations Has strong attention to detail and excellent communication skills Has experience reviewing others' work and supporting team development
Seniority Level Not Applicable Employment Type Full-time Job Function Administrative, Finance, and Other #J-18808-Ljbffr
Apply
Location:
Guildford, England, United Kingdom
Job Type:
FullTime

We found some similar jobs based on your search