Senior IFA Administrator

About the role

We are seeking a Senior IFA Administrator to join a busy, whole‑of‑market financial planning practice in Surrey. Working closely with the Managing Director and a senior adviser, you will manage end‑to‑end client and investment administration for around 120 client households, with minimal supervision.

Key responsibilities

• Handle new business onboarding, annual reviews and ongoing client servicing.
• Process trades, withdrawals and investment instructions on platforms such as AJ Bell, Aviva and Transact.
• Oversee Letters of Authority and manage the transfer process.
• Maintain accurate client records in Plannr CRM.
• Prepare paperwork for annual review meetings and liaise with clients, providers and platforms.
• Support model‑portfolio rebalancing after reviews or client transactions.
• Provide general office administration to ensure smooth business operations.
• Assist with drafting review letters and basic recommendations, and update client financial plans in Voyant as you progress.

Required profile

• Approximately two years’ experience in an IFA or financial‑planning environment.
• Solid understanding of the IFA advice process, platforms and product wrappers (ISAs, pensions, bonds).
• Experience with or knowledge of AJ Bell, Aviva and/or Transact platforms (desirable).
• Familiarity with client‑record systems and financial‑planning software.

Required skills

• AJ Bell platform
• Aviva platform
• Transact platform
• Plannr CRM
• Voyant financial‑planning software