Guildford
IFA Administrator
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.
Benefits:
- £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
To be considered for this IFA admin position:
- 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