Senior IFA Administrator

Salary: £30,000 – £40,000 DOE
Location: Cranleigh area

An established and growing financial planning firm is currently looking to appoint an experienced Senior IFA Administrator to join their team based in the Cranleigh area.

The business manages circa £145m in assets and provides advice to a loyal portfolio of High Net Worth clients. This is an excellent opportunity for an IFA Administrator looking to step into a senior, trusted role within a stable and professional environment.

Key Responsibilities

• Providing full administrative support across the financial planning process
• Acting as a key point of contact for clients via telephone and email
• Handling and responding to new client enquiries
• Processing ISA and pension transfers from start to finish
• Liaising with advisers, providers, and third parties to ensure efficient case progression

Candidate Requirements

• Minimum 3 years’ experience within an IFA / financial planning practice
• Strong telephone manner and client-facing communication skills
• Highly organised with strong attention to detail
• A proactive team player with a strong work ethic
• Comfortable managing multiple cases and deadlines

Package

• £30,000 – £40,000 salary, dependent on experience
• Opportunity to work with HNW clients
• Attractive pension scheme

This role is being advertised on behalf of a client and further details will be provided to shortlisted candidates.