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- Tasks: Support financial planners with administration, paraplanning, and quality checking.
- Company: Join Price Ferguson Ltd, a trusted financial planning practice in Guildford.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Why this job: Be a key player in delivering high-quality financial advice and client support.
- Qualifications: 5+ years of IFA administration experience and Level 4 diploma or working towards it.
- Other info: Fully office-based role with a Monday to Friday schedule.
The predicted salary is between 34000 - 38000 £ per year.
Are you an experienced IFA Administrator who thrives in a busy, detail‑focused environment? Do you enjoy being the reliable support that helps financial planners deliver high-quality advice? Price Ferguson Ltd is a well‑established financial planning practice based in Guildford. Due to continued growth, we are looking for a Senior IFA Administrator to join our friendly, professional team. This is a varied and rewarding position where you'll play a key part in supporting our Paraplanners and Financial Advisers. The role is fully office‑based, Monday to Friday, 9am to 5pm. You'll be involved in a mix of administration (60%), paraplanning (20%) and work quality checking (20%). If you're ready to take the next step in your financial services career and want to be part of a growing and professional team, we would love to hear from you.
Key Responsibilities:
- Administration
- Act as a main point of contact for clients, providing clear and proactive communication
- Maintain accurate client records and ensure back‑office systems are up to date
- Prepare documents, valuations and reports for client meetings
- Process applications, transfers, policy changes, fund switches, and withdrawals
- Liaise with providers and third parties to manage requests efficiently
- Paraplanning
- Draft detailed suitability reports across a range of advice areas
- Conduct product research and fund analysis as needed
- Ensure compliance documents and provider forms are completed and stored correctly
- Collaborate with advisers to gather client information
- Work Quality Checking
- Review administration workflows to ensure processes are followed
- Carry out regular and spot checks on admin work
- Provide feedback and support to the Admin Manager
The Person
We are looking for someone who:
- Has at least 5 years of IFA administration experience
- Is Level 4 diploma qualified or working towards it
- Understands the financial planning sector, including pensions and investments
- Is confident using platforms and tools to produce illustrations
- Has strong attention to detail and excellent communication skills
- Has experience reviewing others' work and supporting team development
- Is confident using Intelligent Office or similar systems
Senior IFA Administrator in Guildford employer: Ecruit
Contact Detail:
Ecruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator in Guildford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about opportunities at Price Ferguson Ltd. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of IFA administration and the specific tools mentioned in the job description. We want you to show off your expertise and how you can support their team effectively.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your enthusiasm for the role. It keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the Price Ferguson Ltd team.
We think you need these skills to ace Senior IFA Administrator in Guildford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your IFA administration experience and any relevant qualifications. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
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 at Price Ferguson Ltd. Share specific examples of how you've supported financial planners in the past.
Showcase Your Attention to Detail: Since this role involves a lot of detail-focused work, make sure to demonstrate your attention to detail in your application. A well-structured CV and error-free writing will show us you mean business!
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 from our team!
How to prepare for a job interview at Ecruit
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial planning sector, especially pensions and investments. Familiarise yourself with the tools and platforms mentioned in the job description, like Intelligent Office, so you can confidently discuss your experience and how it relates to the role.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your IFA administration experience. Think about times when you’ve successfully supported financial planners or managed client communications effectively. This will help demonstrate your reliability and attention to detail.
✨Ask Smart Questions
Come prepared with questions that show your interest in the company and the role. You might ask about the team dynamics, how they measure success in the position, or what challenges the team is currently facing. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Be Professional Yet Approachable
Since this role involves a lot of client interaction, it’s important to convey professionalism while also being personable. Practice your communication skills to ensure you come across as friendly and approachable, which is key in building strong client relationships.
