IFA Administrator

About the role

We are seeking an IFA Administrator to join our established wealth management team in Surrey. You will provide essential administrative support to financial advisers and paraplanners, ensuring smooth client service and compliance.

Key responsibilities

• Provide administrative support to Financial Advisers and Paraplanners.
• Process new business and ongoing servicing requests.
• Manage client documentation and maintain accurate records.
• Liaise with providers, platforms and clients to progress cases.
• Obtain information from third‑party providers and process Letters of Authority.
• Support annual reviews and client servicing activities.
• Ensure all administration complies with regulatory requirements.
• Maintain CRM records and workflow systems.
• Assist with general office administration and operational tasks.

Required profile

• Previous experience within an IFA, wealth management or financial planning environment.
• Strong organisational and communication skills.
• High attention to detail and ability to manage multiple priorities.
• Experience supporting pensions, investments and protection business (preferred).
• Comfortable working in a collaborative office setting.
• Positive attitude and desire to develop within financial services.

Required skills

• CRM systems

What we offer

• Long‑established financial planning practice with a strong market reputation.
• Clear progression opportunities within a growing business.
• Supportive team environment.
• 5% employer pension contribution.
• Holiday entitlement increasing with length of service.
• Opportunity to be part of an exciting growth phase.
• Hybrid working pattern: office‑based during probation with one day a week remote after successful completion.