Financial Planning Administrator
other jobs Recruit UK
Added before 1 Days
- England,South East,Surrey,Guildford
- Full Time, Permanent
- £28,000 - £34,000 per annum
Job Description:
IFA Administrator – Guildford
Reference: 10048
£28,000–£34,000 | Full-Time | Office-Based | Financial Planning Firm
A growing and well-established financial planning practice in Guildford is looking for an experienced IFA Administrator to join its expanding support team. This is an excellent opportunity for someone already working within an IFA/Wealth Management environment who wants long-term stability, strong adviser interaction, and a varied workload.
The Role
As an IFA Administrator, you will support Financial Advisers and Paraplanners in delivering a high-quality, compliant service to clients. Your responsibilities will include:
*Preparing valuations, reports, and documentation for client meetings
*Processing new business, account applications, transfers, and policy updates
*Managing Letters of Authority and obtaining information from providers
*Maintaining accurate client records and back-office systems
*Liaising with providers and clients to handle queries and manage requests
*Supporting the delivery of a proactive, efficient client experience
This is a fully office-based role (9am–5pm) working within a supportive and collaborative team.
About You
To succeed in this role, you should have:
*At least 1 year of IFA administration experience
*Good knowledge of pensions, investments, and financial planning processes
*Experience using platforms, provider portals, and tools such as Intelliflo (or similar)
*Strong communication skills and excellent attention to detail
*Confidence managing workload, prioritising tasks, and supporting advisers effectively
Why Apply?
*Competitive salary £28,000–£34,000
*Join a stable, professional team within a growing financial planning business
*Varied role with meaningful adviser interaction and client exposure
*Supportive environment with genuine long-term career potential
If you’re an organised, detail-focused IFA Administrator looking for your next step, we’d love to hear from you.
Reference: 10048
£28,000–£34,000 | Full-Time | Office-Based | Financial Planning Firm
A growing and well-established financial planning practice in Guildford is looking for an experienced IFA Administrator to join its expanding support team. This is an excellent opportunity for someone already working within an IFA/Wealth Management environment who wants long-term stability, strong adviser interaction, and a varied workload.
The Role
As an IFA Administrator, you will support Financial Advisers and Paraplanners in delivering a high-quality, compliant service to clients. Your responsibilities will include:
*Preparing valuations, reports, and documentation for client meetings
*Processing new business, account applications, transfers, and policy updates
*Managing Letters of Authority and obtaining information from providers
*Maintaining accurate client records and back-office systems
*Liaising with providers and clients to handle queries and manage requests
*Supporting the delivery of a proactive, efficient client experience
This is a fully office-based role (9am–5pm) working within a supportive and collaborative team.
About You
To succeed in this role, you should have:
*At least 1 year of IFA administration experience
*Good knowledge of pensions, investments, and financial planning processes
*Experience using platforms, provider portals, and tools such as Intelliflo (or similar)
*Strong communication skills and excellent attention to detail
*Confidence managing workload, prioritising tasks, and supporting advisers effectively
Why Apply?
*Competitive salary £28,000–£34,000
*Join a stable, professional team within a growing financial planning business
*Varied role with meaningful adviser interaction and client exposure
*Supportive environment with genuine long-term career potential
If you’re an organised, detail-focused IFA Administrator looking for your next step, we’d love to hear from you.
Job number 3169299
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metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...