IFA Administrator
IFA AdministratorGuildford This is an opportunity to join a close-knit team of around 15 professionals who deliver truly personal financial planning. They support individuals, families, and business owners across Surrey and the South East. They provide a service that is consistently personalised and transparent.You will play a key role in supporting our advisers and ensuring a smooth, compliant, and high-quality client journey from start to finish. Ongoing training and genuine career development opportunities are available for those looking to grow within financial planning.Benefits:£25,000-£30,000 25 days'' holiday + Bank Holidays5% employer / 3% employeeMonday - Friday, 9am - 5pm (37.5 hours)Free on-street parkingRegular social eventsFriendly, supportive team cultureTo be considered for this IFA admin position:12months'' experience in an IFA or financial planning admin roleStrong organisational skills and attention to detailConfident in liaising with providers and clientsA proactive, team-oriented mindsetApply today to be considered for this opportunity.Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new careerAdviser Support, Client Liason, Wealth Management, Financial Services, Financial Planning
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