IFA Administrator
other jobs Heat Recruitment
Added before 9 Days
- England,South East,Surrey,Guildford
- Full Time, Permanent
- £25,000 - £30,000 per annum
Job Description:
IFA Administrator
Guildford
This is an opportunity to join a close-knit team of around 15 professionals who deliver truly personal financial planning. They support individuals, families, and business owners across Surrey and the South East. They provide a service that is consistently personalised and transparent.
You will play a key role in supporting our advisers and ensuring a smooth, compliant, and high-quality client journey from start to finish. Ongoing training and genuine career development opportunities are available for those looking to grow within financial planning.
Benefits:
*£25,000–£30,000
*25 days’ holiday + Bank Holidays
*5% employer / 3% employee
*Monday – Friday, 9am – 5pm (37.5 hours)
*Free on-street parking
*Regular social events
*Friendly, supportive team culture
To be considered for this IFA admin position:
*12months’ experience in an IFA or financial planning admin role
*Strong organisational skills and attention to detail
*Confident in liaising with providers and clients
*A proactive, team-oriented mindset
Apply today to be considered for this opportunity.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career
Adviser Support, Client Liason, Wealth Management, Financial Services, Financial Planning
Guildford
This is an opportunity to join a close-knit team of around 15 professionals who deliver truly personal financial planning. They support individuals, families, and business owners across Surrey and the South East. They provide a service that is consistently personalised and transparent.
You will play a key role in supporting our advisers and ensuring a smooth, compliant, and high-quality client journey from start to finish. Ongoing training and genuine career development opportunities are available for those looking to grow within financial planning.
Benefits:
*£25,000–£30,000
*25 days’ holiday + Bank Holidays
*5% employer / 3% employee
*Monday – Friday, 9am – 5pm (37.5 hours)
*Free on-street parking
*Regular social events
*Friendly, supportive team culture
To be considered for this IFA admin position:
*12months’ experience in an IFA or financial planning admin role
*Strong organisational skills and attention to detail
*Confident in liaising with providers and clients
*A proactive, team-oriented mindset
Apply today to be considered for this opportunity.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career
Adviser Support, Client Liason, Wealth Management, Financial Services, Financial Planning
Job number 3438367
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Company Details:
Heat Recruitment
Company size: 50–99 employees
Industry: Other
We are a team of Specialist Recruitment Consultants operating within the Information Technology, Financial Services, Legal, Sales and General Insuran...