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IFA Administrator

Posted 1 hour 41 minutes ago by mbf.

£30,000 - £35,000 Annual
Permanent
Full Time
Other
Surrey, Farnham, United Kingdom, GU101
Job Description

We are working with a highly successful, fully independent financial planning organisation recognised as one of the leading names in the industry. Established and award-winning, they are known for both the quality of their financial advice and their strong commitment to their people.

They are now looking to recruit a Financial Planning Administrator to join their growing team. This is a fantastic opportunity to work in a supportive and professional environment, providing key administrative support to a high-performing team of Financial Planners and their clients.

The role:

  • Provide essential administrative support across financial planning operations
  • Help ensure the smooth and efficient delivery of client services
  • Work closely with a team of experienced professionals, demonstrating strong organisation and attention to detail

Who we're looking for:

  • Previous experience within a financial services environment is essential
  • Ideally some experience in financial planning, though candidates from pensions, investments, platforms, banking, or similar sectors will also be considered
  • Strong organisational, communication, and administrative skills
  • A proactive, adaptable approach with the ability to manage multiple priorities

What's on offer:

  • Basic salary up to £35,000
  • Discretionary bonus
  • Hybrid working: 3 days in the office, 2 from home
  • Excellent company benefits
  • Ongoing professional development and career progression opportunities

Join an award-winning, industry-leading team where your contribution will be valued and your development supported.

If you're looking to build your career in financial services and want to be part of a company that truly values both excellence and its people, we'd love to hear from you.

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