Senior IFA Administrator

Recruit UK are currently supporting an established and ever-growing financial planning firm in Guildford, looking for a Senior IFA Administrator to join their team following continued business growth.

This role would suit an experienced IFA administrator, comfortable operating at a senior level, contributing across administration, paraplanning support and quality assurance.

Key Responsibilities

• Act as a key point of contact for clients on behalf of Financial Advisers
• Process new business, account applications, transfers, policy changes, fund switches, and withdrawals
• Collate AML documentation and ensure business is processed in line with procedures
• Prepare valuations, meeting documentation, and reports
• Liaise with product providers and third parties
• Draft suitability reports across a range of advice areas using provided tools
• Carry out technical research on existing and recommended products, including fund analysis
• Ensure compliance and provider documentation is completed accurately and stored correctly
• Review workflows and check the quality of administration work
• Provide feedback and support to the Administration Manager

What We're Looking For

• Minimum 4 years' experience within IFA administration supporting Financial Advisers/Planners
• Level 4 Diploma qualified or working towards (desirable)
• Good knowledge of pension and investment propositions
• Experience using platforms and back-office systems (e.g., Intelligent Office or similar)
• High attention to detail
• Comfortable checking other people's work

This is an opportunity to be part of a company that values professionalism, trust, and innovation, and gives its employees the resources to succeed.

Get in touch today to find out more!