IFA Administrator in Guildford

Job Title / Location

Senior IFA Administrator, Guildford

Salary

To £32,000 + benefits

Office / WFH

Fully office based

Requirements

At least 12 months previous IFA administration experience

Role Snapshot

A role exposing you to all product lines, across pensions, investments, life and protection – working closely with the IFA’s and Paraplanners, processing business and acting as a main client point of contact

The Company / Team

This role, within an established IFA business, is open purely due to business growth and will see you add to the 4 IFA Administrators currently in this office of 15 with additional AR’s elsewhere.

The Role

This IFA Administrator role helps to support several Advisors as well as a Senior Administrator and Paraplanner, with other Paraplanners planned to add to that team in coming months. Key responsibilities include:

• A point of contact for clients on behalf of the Financial Planners.
• Process all business in line with processes / procedures, collating AML documentation.