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- Tasks: Provide vital admin support to Paraplanners and Advisers, ensuring a seamless client experience.
- Company: Join a forward-thinking financial planning firm that values its people.
- Benefits: Salary up to £40,000, discretionary bonus, and comprehensive benefits package.
- Other info: Flexible working options available, with ongoing training and development support.
- Why this job: Make a real impact in a respected wealth management business with clear career progression.
- Qualifications: 2+ years in an IFA or financial planning firm with strong technical knowledge.
The predicted salary is between 35000 - 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.
- 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 Surrey 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 Surrey
✨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 the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their success.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to your experience with Intelligent Office (IO) and client management. Confidence is key, so the more you rehearse, the better you'll perform!
✨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 the initiative to connect directly with us.
We think you need these skills to ace Senior IFA Administrator (Full or Part Time) in Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your time in IFA or financial planning roles, and don’t forget to mention your knowledge of Intelligent Office (IO) if you have it!
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. Share specific examples of how you've provided exceptional client service or supported advisers in previous roles.
Show Off Your Communication Skills: Since communication is key in this role, make sure your written application is clear and professional. Avoid jargon and keep it concise, but don’t shy away from showing your personality!
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 don’t miss out on any important updates about the process!
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. The firm is looking for someone with at least 2 years’ experience in an IFA or financial planning firm, so be ready to discuss your past roles and how they relate to the position.
✨Showcase Your Organisational Skills
As a Senior IFA Administrator, you'll need to manage client correspondence and coordinate meetings. Prepare examples of how you've successfully organised tasks in a fast-paced environment. This will demonstrate your proactive nature and ability to handle multiple responsibilities.
✨Familiarise Yourself with Intelligent Office (IO)
If you have experience with Intelligent Office, great! If not, take some time to learn about it. Being able to discuss how you would use IO to maintain and update client records will show that you're serious about the role and ready to hit the ground running.
✨Practice Your Communication Skills
Since excellent communication is key in this role, practice articulating your thoughts clearly and confidently. Think about how you would respond to client enquiries and prepare to showcase your written communication skills, especially when discussing documentation like suitability letters and annual reviews.