At a Glance
- Tasks: Support advisers and manage client processes for a smooth financial planning journey.
- Company: Join a close-knit team in Guildford dedicated to personalised financial services.
- Benefits: Competitive salary, generous holiday, pension scheme, and regular social events.
- Other info: Friendly team culture with ongoing training and leadership opportunities.
- Why this job: Make a real impact in clients' lives while developing your career in finance.
- Qualifications: 3+ years in IFA or financial planning administration with strong organisational skills.
The predicted salary is between 28000 - 42000 £ per year.
This is an opportunity to join a close-knit team of around 15 professionals who deliver truly personal financial planning. They support individuals, families, and business owners across Surrey and the South East, providing a service that is consistently personalised and transparent.
As a Senior IFA Administrator, you will play a key role in supporting advisers and ensuring a smooth, compliant, and high-quality client journey from start to finish.
Responsibilities
- Approximately 80% of your role will focus on administrative support, complex case management, and overseeing client processes.
- The remaining 20% will involve assisting with supervision of other team members and supporting aspects of report writing alongside advisers and paraplanners.
- Ongoing training and genuine career development opportunities are available for those looking to progress further within financial planning.
Benefits
- £32,000–£38,000
- 25 days’ holiday + Bank Holidays
- 5% employer / 3% employee pension
- Monday – Friday, 9am – 5pm (37.5 hours)
- Free on-street parking
- Regular social events
- Friendly, supportive team culture
Requirements
- 3+ years’ experience in an IFA or financial planning administration role
- Experience handling complex cases independently
- Strong organisational skills and attention to detail
- Confident liaising with providers, platforms, and clients
- A proactive, team-oriented mindset with leadership qualities
Apply today to be considered for this opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Senior IFA Administrator in Guildford employer: Eden Rose
Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.
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 planning world, especially those who might know about opportunities at firms like the one in Guildford. A friendly chat can sometimes lead to a job offer before it even gets advertised!
✨Tip Number 2
Prepare for interviews by practising common questions related to IFA administration. Think about your past experiences and how they align with the role. We recommend doing mock interviews with friends or using online resources to boost your confidence.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've managed complex cases or improved processes in previous roles. This will demonstrate your ability to handle the responsibilities of a Senior IFA Administrator.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, if you refer a friend, you could earn some extra cash while helping them land a great job too!
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 reflects the skills and experience mentioned in the job description. Highlight your 3+ years in IFA or financial planning administration, and don’t forget to showcase your organisational skills and attention to detail!
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our close-knit team. Mention your experience with complex case management and how you can contribute to a smooth client journey.
Showcase Your Team Spirit:We love a proactive, team-oriented mindset! In your application, share examples of how you've supported colleagues or led projects in the past. This will show us that you’re not just about individual success but also about lifting the whole team.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity. Plus, it’s super easy!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and IFA administration. Familiarise yourself with the latest trends and regulations in the industry, as well as the specific services offered by the company. This will show that you're genuinely interested and prepared.
✨Showcase Your Experience
Be ready to discuss your previous roles in detail, especially your experience with complex case management. Prepare examples that highlight your organisational skills and attention to detail, as these are crucial for the Senior IFA Administrator role.
✨Demonstrate Team Spirit
Since this role involves supporting a close-knit team, be prepared to talk about your teamwork experiences. Share instances where you've successfully collaborated with others or taken on leadership responsibilities, showcasing your proactive mindset.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of your interview. Inquire about the team's culture, ongoing training opportunities, or how they handle complex cases. This not only shows your interest but also helps you gauge if the company is the right fit for you.
