Senior IFA Admin Lead β€” Paraplanning Pathway in Guildford

Senior IFA Admin Lead β€” Paraplanning Pathway in Guildford

Guildford Full-Time 30000 - 38000 Β£ / year (est.) No working from home possible
ARCC CONSULTING LIMITED

At a Glance

  • Tasks: Support advisors with IFA administration and paraplanning tasks while leading a small admin team.
  • Company: Join ARCC Consulting Limited, a growing IFA business in Guildford.
  • Benefits: Competitive salary, professional development, and a supportive work environment.
  • Other info: Opportunity for career growth in a dynamic and expanding company.
  • Why this job: Make a real difference in clients' financial journeys while developing your skills.
  • Qualifications: Experience in IFA administration, strong MS Office skills, and a valid driving licence.

The predicted salary is between 30000 - 38000 Β£ per year.

ARCC CONSULTING LIMITED in Guildford is seeking a Senior IFA Administrator to support several advisors within an expanding IFA business.

The role centers on IFA administration with additional paraplanning involvement and quality checking of a small admin team.

You will liaise with clients, prepare documentation and reports, process applications and transfers, and ensure compliance and provider paperwork is accurate.

A valid driving licence and MS Office proficiency are essential.

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Senior IFA Admin Lead β€” Paraplanning Pathway in Guildford employer: ARCC CONSULTING LIMITED

As a Senior Pensions Analyst at our London office, you will thrive in a dynamic work environment that values collaboration and innovation. We offer a competitive salary, professional study support, and a company pension scheme, ensuring that you have the resources to grow your career while enjoying a flexible work arrangement of two days in the office and three days working from home. Join us to be part of a supportive culture that prioritises employee development and satisfaction, making it an excellent place for meaningful and rewarding employment.

ARCC CONSULTING LIMITED

Contact Details:

ARCC CONSULTING LIMITED Recruitment Team

We think you need these skills to ace Senior IFA Admin Lead β€” Paraplanning Pathway in Guildford

IFA Administration
Paraplanning
Quality Checking
Client Liaison
Documentation Preparation
Report Preparation
Application Processing