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Senior IFA Administrator

Job Posted: a day ago

Salary: £ 38,000 - 42,000 / Annum
Job Type: Permanent
Location: Guildford, Surrey

Expire in: a month

Job 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 client's 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.

MJ15282

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