Are you an experienced IFA Administrator looking for a new challenge in a supportive, close-knit environment? A highly successful and fully independent financial planning practice in Guildford is seeking a dedicated professional to join their team. This is a fantastic opportunity to work a team of leading financial planners and make a meaningful impact on clients' financial futures.
The opportunity:
As an IFA Administrator, you will be an essential part of the advice process, supporting a team of skilled financial planners. This role goes beyond traditional administration—it includes regular client contact and the chance to be an integral part of a business that prides itself on delivering outstanding outcomes for their clients.
Key responsibilities:
- Provide comprehensive administrative support to financial planners.
- Prepare client documentation and reports with accuracy and efficiency.
- Maintain and update client records on financial planning software.
- Be a point of contact for clients, ensuring exceptional service at every interaction.
- Work collaboratively with the team to enhance operational effectiveness.
About you:
We’re looking for a confident and detail-oriented individual with:
- Experience in IFA administration within a financial planning practice.
- Strong organizational and time-management skills.
- Excellent communication abilities, both written and verbal.
- Proficiency with financial planning systems and tools (desirable).
- A genuine passion for delivering a superior client experience.
What you’ll receive:
- Salary: Competitive basic salary of up to £35,000
- Bonuses – annually and performance related
- Benefits: A generous benefits package, including up to 10% pension contributions.
- A friendly, professional work environment that values collaboration and personal development.
- Hybrid working – split between office & home
Why Join This Firm?
This independent practice is known for its supportive culture, where every team member plays a vital role in their success. With a commitment to professional growth and a focus on building long-term client relationships, this is a place where your career can truly thrive.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
