Reigate
IFA Administrator
Location: Surrey
Salary: £25,000 – £35,000 DOE
Job Type: Permanent | Full-time
Job Description
A well-established and growing financial planning firm in Surrey is looking for a proactive and detail-oriented IFA Administrator to join their team. This is a fantastic opportunity for someone with a passion for financial services and a desire to grow within the industry.
You’ll be supporting a team of experienced advisers and paraplanners, handling a range of administrative tasks to ensure smooth client service delivery. The firm has a strong track record of developing talent internally, with clear pathways into paraplanning and advisory roles for those looking to progress.
Key Responsibilities
- Preparing and processing client documentation and reports
- Managing client records and updating CRM systems
- Liaising with providers and clients regarding policy information
- Supporting advisers and paraplanners with day-to-day admin tasks
- Ensuring compliance and regulatory standards are met
What We’re Looking For
- Previous experience in financial services administration (IFA experience preferred)
- Level 4 in Financial Planning (or part-qualified)
- Strong organisational and communication skills
- Attention to detail and ability to manage multiple tasks
- A proactive attitude and willingness to learn
- Desire to progress within financial services
Why Join?
- Salary: £25,000 – £35,000 depending on experience
- 25 days holiday + bank holidays
- Standard pension scheme
- Support for qualifications and exams
- Clear progression pathway – potential to move into paraplanning and advisory roles
- Friendly, non-corporate environment with a strong development culture
Apply today to join a forward-thinking financial planning firm that invests in its people and offers genuine career progression.