IFA Administrator

Financial Administrator - Surrey area

Office based

£27,000 - £35,000 depending upon experience

This role is ideal for a detail-oriented Financial Administrator or IFA Support professional with previous experience in wealth management, pensions administration, or financial planning. If you enjoy ensuring everything runs smoothly behind the scenes - from client onboarding to portfolio management - this could be the perfect next step.

You'll join a supportive, professional team that values accuracy, collaboration, and client service. The firm offers excellent development opportunities, including ongoing training and professional qualifications support, to help you progress in your financial services career.

The Business

This is a long-established, directly authorised financial planning firm providing independent financial advice to individuals, families, and business owners. The team prides itself on delivering tailored advice across pensions, investments, and estate planning.

The business combines the personal touch of a boutique advisory practice with the structure and systems of a modern wealth management firm. Using leading technology platforms and maintaining a strong compliance culture, they offer a highly professional environment where staff feel supported, valued, and encouraged to grow.

The Role

You'll be an integral part of the client servicing and administration team, supporting advisers in delivering first-class service to clients. A typical day will include:

• Assisting with new client onboarding, completing KYC/AML checks, and maintaining accurate records
• Liaising with investment platforms to process transactions, payments, and fund switches
• Preparing valuations, performance summaries, and client reports
• Ensuring all administrative processes are compliant with FCA regulations
• Responding to client queries promptly and professionally
• Supporting advisers with meeting preparation and ongoing portfolio maintenance

This is a varied, hands-on position where you'll be trusted to manage your own workload while contributing to a team that takes pride in its work and values accuracy, integrity, and client care.

Benefits

• Competitive salary (£27,000+, DOE)
• Support with professional qualifications (e.g. CII Diploma in Financial Planning)
• Pension contribution scheme
• Holidays
• Ongoing career development within a well-respected financial planning business

Applying

To apply, simply submit your CV via this advert. Shortlisted applicants will be invited for an initial interview with the Operations Manager, followed by a second-stage meeting with a Director. The process is straightforward, and the team is keen to welcome a motivated individual who's ready to grow within the business.