IFA Administrator 

Location: Guildford

Hours: Full-time Monday to Friday - 09:00 - 17:00

Salary: £26,000 - £30,000 

Benefits: 

• 25 days holiday plus bank holidays 
• Pension contributions
• 8x Death in service 

An established and highly regarded financial planning practice is seeking an Office Administrator to join its growing team. This is an excellent opportunity for an organised, personable individual who enjoys supporting a professional team and delivering high standards of client service.

The business prides itself on being professional, welcoming, and values-driven, with strong emphasis on client care and long-term stability.

The Role

As Office Administrator, you will play a key role in ensuring the smooth day-to-day running of the office while providing a consistently high standard of service to clients via telephone, email, and face-to-face interaction.

Key Responsibilities

• Greeting visitors, answering incoming calls, taking messages, and arranging client appointments
• Opening, scanning, and processing incoming post and managing outgoing correspondence
• Maintaining accurate filing systems and completing shredding in line with procedures
• Accurately inputting new client details into internal systems
• Liaising with insurance companies and external providers
• Assisting with report processing and documentation
• Supporting advisers with case administration and client correspondence
• Carrying out general office administration duties as required

Skills & Experience Required

• Confident and professional telephone manner
• Strong administrative and organisational skills
• Excellent attention to detail and accuracy
• Good numerical ability
• Proficient in Microsoft Office (Word, Excel, Outlook)
• Strong written and verbal communication skills
• Friendly, approachable, and professional demeanour
• Ability to take responsibility and make sound decisions
• Proactive, solutions-focused attitude
• Comfortable working independently and as part of a team
• Self-motivated and process-driven

Degree-level education is desirable but not essential.