Senior IFA Administrator
This job does not exist anymore.
Try running a new search or browse our vacancies.
Or fill in the form below to receive job alerts.
| 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 | MJ15355 |
- 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 clients 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
Refer a friend and earn a retail voucher worth up to £500!
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.
By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.
Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
