IFA Administrator

Location: Surrey

Salary: £25,000 - £35,000 DOE

Job Type: Permanent Full-time

A well-established and growing financial planning firm in Surrey is looking for a proactive and detail-oriented IFA Administrator to join their team. This is a fantastic opportunity for someone with a passion for financial services and a desire to grow within the industry.

You'll be supporting a team of experienced advisers and paraplanners, handling a range of administrative tasks to ensure smooth client service delivery. The firm has a strong track record of developing talent internally, with clear pathways into paraplanning and advisory roles for those looking to progress.

• Preparing and processing client documentation and reports
• Managing client records and updating CRM systems
• Liaising with providers and clients regarding policy information
• Supporting advisers and paraplanners with day-to-day admin tasks
• Ensuring compliance and regulatory standards are met

• Previous experience in financial services administration (IFA experience preferred)
• Level 4 in Financial Planning (or part-qualified)
• Strong organisational and communication skills
• Attention to detail and ability to manage multiple tasks
• A proactive attitude and willingness to learn
• Desire to progress within financial services

• Salary: £25,000 - £35,000 depending on experience
• 25 days holiday bank holidays
• Standard pension scheme
• Support for qualifications and exams
• Clear progression pathway - potential to move into paraplanning and advisory roles
• Friendly, non-corporate environment with a strong development culture

Apply today to join a forward-thinking financial planning firm that invests in its people and offers genuine career progression.