At a Glance
- 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.
- Other info: Full-time role, Monday to Friday, in a dynamic and detail-focused environment.
- 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.
The predicted salary is between 36000 - 42000 £ per year.
This range is provided by Price Ferguson. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range Senior IFA Administrator – £36,000 - £42,000 depending on experience – Guildford.
The Role
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 will 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.
Company
Price Ferguson Ltd has a long-standing reputation for providing tailored financial planning services. We pride ourselves on delivering trusted advice and building strong client relationships.
The Person
- 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.
Seniority Level Not Applicable
Employment Type Full-time
Job Function Administrative, Finance, and Other.
Senior IFA Administrator in Guildford employer: Price Ferguson
Price Ferguson Ltd is an excellent employer, offering a supportive and collaborative work environment in Guildford. With a focus on employee growth, we provide opportunities for professional development and a chance to contribute meaningfully to our clients' financial success. Our friendly team culture, combined with competitive pay and a commitment to quality, makes us a rewarding place to advance your career as a Senior IFA Administrator.
StudySmarter Expert Advice🤫
We think this is how you could land Senior IFA Administrator in Guildford
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Price Ferguson. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior IFA Administrator in Guildford
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Price Ferguson.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Price Ferguson's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Price Ferguson
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Price Ferguson.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Price Ferguson will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Price Ferguson employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
