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Senior IFA Administrator

  • Permanent
  • Guildford
  • Up to £42,000 DOE USD / Year
  • Salary: Up to £42,000 DOE

Financial Planning Administrator

Guildford

£36,000 – £42,000


Faith Recruitment are recruiting for a Financial Planning Administrator who holds or is working towards their Level 4 Diploma in Financial Planning to join their expanding team. This varied and fulfilling role will play a pivotal part in supporting both paraplanners and financial advisers, helping to maintain the high standards of service their clients receive. You must hold a full UK Driving License and have access to a car due to the location of the office.


Benefits:

Free Parking

Company Pension

Group Life Insurance

Competitive salary of £36,000 – £42,000

Key Responsibilities:

Manage administrative tasks including anti-money laundering (AML) documentation, account applications, transfers, and policy changes.

Act as a key liaison between Financial Planners, the support team, and clients.

Maintain and update systems and records to ensure accurate and compliant data.

Prepare client-facing materials such as reports, valuations, and meeting documentation.

Conduct paraplanning research.

Monitor and review the quality of administrative workflows.

Requirements:

5+ years of administration experience within the Financial Planning industry.

Qualified to, or actively working toward, a Level 4 Diploma in Financial Planning.

Understanding of pensions, investments, and the use of financial planning platforms.

Must hold a full UK Driving License and have access to a car.

Ref: 08478

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Adele

Director

Adele has worked in the recruitment industry for pretty much her entire life! She started out with a major plc where she rapidly moved through the ranks to become the youngest area manager on record. Following this she ran a 60 branch independent network before taking the plunge in 1994 and starting her own business. By her own admission this was probably one of the scariest things that she has ever done (and she has had 5 kids and had jumped out of an aeroplane at 12,000 feet!).

“After years of managing other people, getting back to the sharp end dealing with employers and candidates at first was terrifying – would I be able to do what I had spent years training others to do? I needn’t have worried, my view that recruitment is not rocket science was reinforced and it was evident that so many people were getting it wrong. By simple caring more and trying harder to get people what they want, my business was a runaway success”

Email Adele