Guildford

Recruiter Managing This Role

Senior 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, providing a service that is consistently personalised and transparent.

As a Senior IFA Administrator, you will play a key role in supporting advisers and ensuring a smooth, compliant, and high-quality client journey from start to finish.

Approximately 80% of your role will focus on administrative support, complex case management, and overseeing client processes. The remaining 20% will involve assisting with supervision of other team members and supporting aspects of report writing alongside advisers and paraplanners.

Ongoing training and genuine caree...