IFA Administrator

Overview

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. 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.

• £25,000–£30,000
• 25 days’ holiday + Bank Holidays
• 5% employer / 3% employee
• Monday – Friday, 9am – 5pm (37.5 hours)
• Free on-street parking
• Regular social events
• Friendly, supportive team culture

• 12months’ experience in an IFA or financial planning admin role
• Strong organisational skills and attention to detail
• Confident in liaising with providers and clients
• A proactive, team-oriented mindset

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

Adviser Support, Client Liason, Wealth Management, Financial Services, Financial Planning