Senior IFA Administrator

Senior IFA Administrator

Guildford

This is an opportunity to join a close-knit team of around 15 professionals who deliver truly personal financial planning. They support individuals, families, and business owners across Surrey and the South East, providing a service that is consistently personalised and transparent.

As a Senior IFA Administrator, you will play a key role in supporting advisers and ensuring a smooth, compliant, and high-quality client journey from start to finish.

Approximately 80% of your role will focus on administrative support, complex case management, and overseeing client processes. The remaining 20% will involve assisting with supervision of other team members and supporting aspects of report writing alongside advisers and paraplanners.

Ongoing training and genuine career development opportunities are available for those looking to progress further within financial planning.

Benefits:

• £32,000-£38,000
• 25 days' holiday + Bank Holidays
• 5% employer / 3% employee pension
• Monday - Friday, 9am - 5pm (37.5 hours)
• Free on-street parking
• Regular social events
• Friendly, supportive team culture

To be considered for this Senior IFA Administrator position:

• 3+ years' experience in an IFA or financial planning administration role
• Experience handling complex cases independently
• Strong organisational skills and attention to detail
• Confident liaising with providers, platforms, and clients
• A proactive, team-oriented mindset with leadership qualities

Apply today to be considered for this opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.