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- Tasks: Provide vital admin support to Paraplanners and Advisers in a dynamic client services team.
- Company: Join a forward-thinking financial planning firm that values its people.
- Benefits: Competitive salary, discretionary bonus, training support, and flexible working options.
- Other info: Enjoy a collaborative environment with excellent support for your professional growth.
- Why this job: Make a real impact in a respected wealth management business with career progression.
- Qualifications: 2+ years experience in an IFA or financial planning firm with strong technical knowledge.
The predicted salary is between 40000 - 40000 £ per year.
Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships.
The Role
You’ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience. Key responsibilities include:
- Acting as the first point of contact for client enquiries, delivering a professional and responsive service
- Managing client and provider correspondence efficiently
- Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms
- Maintaining and updating client records using Intelligent Office (IO)
- Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters
- Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance
- Completing application forms and managing submissions through to completion
- Liaising with providers to ensure business progresses smoothly
- Supporting investment reporting and maintaining accurate systems and records
About You
- At least 2 years’ experience within an IFA or financial planning firm
- Strong technical knowledge across pensions, investments and protection
- Experience with Intelligent Office (IO) is advantageous
- Excellent communication skills, both written and verbal
- Organised, proactive, and confident in a fast-paced environment
What’s on Offer
- Salary up to £40,000 (depending on experience)
- Discretionary bonus
- Structured training programme with ongoing development support
- Exam funding and clear career progression pathways
- Comprehensive benefits package including pension, life cover, and wellbeing support
- Flexible working options (full or part-time)
Senior IFA Administrator (Full or Part Time) in Leatherhead employer: Anthony Alexandra
Contact Detail:
Anthony Alexandra Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator (Full or Part Time) in Leatherhead
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client service and be ready to discuss how your experience aligns with their goals. This shows you're genuinely interested and invested in the role.
✨Tip Number 3
Practice your communication skills! Since you'll be the first point of contact for clients, being articulate and confident is key. Consider mock interviews or even chatting with friends to refine your responses.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Senior IFA Administrator (Full or Part Time) in Leatherhead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in IFA or financial planning, and don’t forget to showcase your technical knowledge across pensions, investments, and protection.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention specific experiences that relate to the responsibilities listed, like managing client correspondence or preparing meeting documentation.
Show Off Your Communication Skills: Since excellent communication is key for this role, make sure your written application is clear and professional. Use concise language and check for any typos or grammatical errors before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our forward-thinking firm!
How to prepare for a job interview at Anthony Alexandra
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and protection. Being able to discuss these topics confidently will show that you're not just a good fit for the role but also genuinely interested in the field.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully managed client enquiries or supported advisers. This will help demonstrate your ability to deliver exceptional service and contribute to a seamless client experience.
✨Familiarise Yourself with Intelligent Office
If you have experience with Intelligent Office (IO), be ready to discuss how you've used it in your previous roles. If not, do a bit of research to understand its functionalities, as this could give you an edge during the interview.
✨Ask Thoughtful Questions
Prepare some insightful questions about the firm's approach to client relationships and team dynamics. This shows that you're not only interested in the role but also in how you can contribute to their collaborative environment.