About this role
Career IFA Administrator
Location: Godalming
Salary: £28,000 to £32,000
Hybrid Working | 1 Day from Home | Flexi-Time Available
A fantastic opportunity has arisen with a growing and highly respected Financial Planning firm seeking an experienced IFA Administrator to join their friendly and close-knit team.
This is an ideal role for a career administrator who enjoys being the backbone of a successful advice business and is looking for a long-term home where their contribution is genuinely valued.
The firm has built an excellent reputation for client service and is continuing to grow, making this an exciting time to join.
The Role
Working closely with Financial Advisers and Paraplanners, you will provide comprehensive administrative support and play a key role in ensuring a smooth and efficient client journey.
Key responsibilities include:
Processing new business applicationsPreparing documentation for client meetingsManaging provider and client correspondenceLiaising with product providers and third partiesMaintaining accurate client records and CRM systemsAssisting with ongoing client servicing requirementsProducing valuations, review packs and client paperworkSupporting advisers throughout the advice process About You
The business is looking for someone who sees administration as their long-term career and takes pride in delivering a first-class service behind the scenes.
You will ideally have:
Previous experience within an IFA, Wealth Management or Financial Planning firmStrong organisational and administrative skillsExcellent attention to detailA professional and client-focused approachThe ability to manage multiple workloads effectivelyA desire to build a long-term career within a supportive and growing business What's on Offer?
Join a well-established and growing Financial Planning firmHybrid working with the option to work from home 1 day per weekFlexi-time scheme allowing you to accrue additional time offFriendly, supportive and collaborative team cultureLong-term career stabilityCompetitive salary and benefits packageOpportunity to become a valued member of a business that genuinely looks after its staff This opportunity would suit an experienced IFA Administrator who enjoys the administrative side of financial planning and is looking for a company where they can settle, contribute and build a long-term career.