Senior IFA Administrator

Overview

Senior IFA Administrator – Guildford

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, providing a service that is consistently personalised and transparent.

Job 89913 •
Location Guildford •
Salary £32,000 - £38,000 Per Annum •
Employment Type Permanent

• As a Senior IFA Administrator, you will play a key role in supporting advisers and ensuring a smooth, compliant, and high-quality client journey from start to finish.
• Approximately 80% of your role will focus on administrative support, complex case management, and overseeing client processes.
• The remaining 20% will involve assisting with supervision of other team members and supporting aspects of report writing alongside advisers and paraplanners.

• 3+ years’ experience in an IFA or financial planning administration role
• Experience handling complex cases independently
• Strong organisational skills and attention to detail
• Confident liaising with providers, platforms, and clients
• A proactive, team-oriented mindset with leadership qualities

• £32,000–£38,000
• 25 days’ holiday + Bank Holidays
• 5% employer / 3% employee pension
• Monday – Friday, 9am – 5pm (37.5 hours)
• Free on-street parking
• Regular social events
• Friendly, supportive team culture

Apply 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 career.