IFA Administrator (Hybrid)

About the role

The IFA Administrator will provide comprehensive support to consultants and paraplanners within a forward‑thinking financial planning firm. Working from the Surrey office on a hybrid basis, you will ensure client information is accurate, compliant and ready for detailed suitability reporting.

Key responsibilities

• Gather and verify client data for retirement, investment, tax and estate planning.
• Collaborate with paraplanners to produce detailed suitability reports.
• Maintain client correspondence to the highest standards of accuracy.
• Ensure all information is managed in line with the firm’s compliance policies.
• Support annual reviews and business processing activities.

Required profile

• Proven experience in IFA administration or a similar financial services role.
• Technical knowledge of pensions and investments.
• Experience with suitability reports and annual reviews is advantageous.
• Commitment to progressing professional qualifications, with full support to achieve Diploma status.
• Strong IT and communication abilities.

Required skills

• Knowledge of pensions and investment products.
• Administration and business processing experience.
• Understanding of suitability reporting requirements.

What we offer

• Hybrid working model (office and remote).
• Support for professional qualification development.
• Opportunities for career progression within a growing wealth‑management firm.
• Competitive salary commensurate with experience.