At a Glance
- Tasks: Support financial planners with administration, paraplanning, and quality checking.
- Company: Join Price Ferguson Ltd, a trusted name in financial planning.
- Benefits: Competitive salary, supportive team environment, and career growth opportunities.
- Other info: Full-time role in a dynamic office setting, Monday to Friday.
- 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.
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 will 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 are 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 in financial services.
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 and let them know you're on the lookout for a Senior IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning and the specific responsibilities of the role. We recommend practising common interview questions and having examples ready that showcase your experience in administration and paraplanning.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance of landing that dream job! We’re always looking for talented individuals like you, so make sure your application stands out by highlighting your relevant experience and skills.
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 IFA administration experience and any relevant qualifications to show us you’re the right fit for the role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about financial planning and how your background aligns with our needs. Be specific about your achievements and how they relate to the responsibilities of the Senior IFA Administrator position.
Showcase Your Attention to Detail:Since this role requires a keen eye for detail, make sure your application is free from typos and errors. A polished application demonstrates your commitment to quality, which is crucial in our line of work.
Apply Through Our Website:We encourage you to apply directly through our website. This way, you can ensure your application reaches us quickly and you’ll have access to all the latest updates about the role and our company.
How to prepare for a job interview at Price Ferguson
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial planning sector, especially pensions and investments. Being able to discuss these topics confidently will show that you're not just experienced but also genuinely interested in the field.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your IFA administration experience. Talk about how you've supported financial planners and the impact your work had on client satisfaction and team efficiency.
✨Attention to Detail is Key
Since this role requires a strong focus on detail, be ready to demonstrate your meticulousness. You might be asked about how you ensure accuracy in your work, so think of instances where your attention to detail made a difference.
✨Ask Smart Questions
At the end of the interview, don’t shy away from asking insightful questions about the company culture or the team dynamics. This shows that you’re not only interested in the role but also in how you can fit into their professional environment.
