IFA Technical Administrator part-time in Guildford

Part-time Technical Administrator required. Excellent opportunity to join a close-knit high performing team working from our office near Guildford in the Surrey Hills. Are you an experienced IFA administrator looking to use your skills in a part-time role (4 days per week 9am to 1pm or please let us know what suits you best)? Do you enjoy working on your own initiative and would you also like to feel that you are a valued and important member of the company? This is a fantastic opportunity to join an established and growing IFA financial planning business working closely with our Paraplanner and the rest of our close-knit team to ensure that business is processed efficiently for clients.

About the role

• Provide administrative support to advisers working closely with the Practice Manager and Paraplanner.
• Process client administration for investments, pensions, protection and mortgages from submission to completion.
• Prepare client documentation and paperwork for paraplanning and client meetings.
• Maintain accurate back-office systems, client records, service reminders and monthly income reconciliation.
• Liaise with clients and internal teams to manage enquiries, ensure compliance and deliver high-quality customer service.

Skills, experience and qualifications

• This role would suit an experienced IFA administrator who enjoys using their initiative and has a can-do working style.
• At least three years experience of providing administrative support within a Financial Planning or Wealth Management Practice with a clear understanding of the different products and processes involved.
• Technical ability to use multiple Financial Services back-office systems (prior experience with different software systems will be highly advantageous but full training will be given on the relevant IT systems).
• Confidence in dealing directly with clients and third parties with the ability to work with total discretion.
• A high standard of accurate and concise written output with good attention to grammar and syntax.
• Highly organised with excellent communication skills.
• Solution-focused approach with a high standard of professionalism.
• Someone who loves being an essential part of a high performing team but can equally work independently.
• Someone who is going to love the attention to detail and make this role their own.

Additional information

This is a part-time role and the salary quoted is the full-time equivalent salary. We are ideally looking for four days per week (9am to 1pm) but if your requirement differs from this please do apply and let us know what you are looking for. There is the possibility of increased earnings through a bonus scheme.

About Estate Financial Planning (EFP)

Estate Financial Planning is a directly regulated IFA established in 2012 - our team has many years financial planning experience. We work for individuals, families and businesses in Surrey and beyond. Our mission is to help people take control of their future and live a life of purpose and meaning. We specialise in building long-term relationships with our clients with a focus on building tailored plans to help clients achieve their financial and life goals. The business was set up and is run by Clive Jaques, a qualified Independent Financial Adviser and Life Planner. Our team of 8 feels like a family with support, trust and a shared sense of purpose. At our team, everyone is valued, celebrated and encouraged to thrive together.