Anthony Alexandra is seeking an experienced IFA Administrator to join a growing financial planning team in the United Kingdom. You will provide essential administrative and technical support to financial advisers, ensuring clients receive a seamless and professional experience throughout their financial planning journey.
Your role covers new client accounts, applications, annual reviews, data management and regulatory compliance, with opportunities to develop your own skills and support
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Senior IFA Administrator β Client & Compliance Lead in Chatham employer: Anthony Alexandra
Join a highly regarded independent financial planning firm in Guildford that prioritises a client-first approach and fosters long-term relationships built on integrity. As a Paraplanner, you will benefit from ongoing training, clear career progression opportunities, and a collaborative work culture that values technical excellence and employee growth. This is an excellent opportunity to enhance your skills while contributing to meaningful client outcomes in a supportive environment.