Senior IFA Administrator
| Job Type | Permanent Full Time |
| Location | Guildford |
| Area | Surrey, UK |
| Sector | Financial Services Office Support |
| Salary | £38,000 - £42,000 DOE |
| Start Date | ASAP |
| Advertiser | Molly Jepp |
| Job Ref | MJ15282 |
- Description
Senior IFA Administrator
Location: Guildford
Salary: £38,000–£42,000 DOE
Permanent Role working Monday – Friday
We are seeking a Senior IFA Administrator to support our client's growing team. This is a key role within the business, combining core administration with paraplanning support and work-quality checking. You will be responsible for ensuring the smooth and efficient progression of client cases, maintaining accurate records, and acting as a reliable point of contact for both clients and providers.
Key Responsibilities
- Act as a main client contact, maintaining accurate records and preparing meeting documents
- Process applications, transfers, policy changes, fund switches and withdrawals
- Liaise with providers and manage client servicing requests
- Draft suitability reports and conduct product and fund research
- Ensure compliance documentation is completed and filed correctly
- Review admin workflows, carry out spot checks and support quality standards
About You
- Strong knowledge of pensions, investments and financial planning processes
- Excellent attention to detail and communication skills
- Confident using Intelligent Office or similar systems
- Experience reviewing others’ work is an advantage
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Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.
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Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
