IFA Administrator
Eden Rose

Cranleigh, Surrey
•3 hours ago
•No application
About
IFA Administrator Salary: £30,000 – £35,000 (DOE)Location: Cranleigh, Surrey Working Pattern: Full-time, Office-Based (Hybrid considered after probation)Are you an experienced IFA Administrator looking for a long-term role with a respected, well established IFA / Wealth Management firm in Cranleigh?Our client is seeking a highly capable, committed, and detail-driven individual to join their team and play a key role in supporting their advisers across all areas of financial planning.The RoleYou will be responsible for providing comprehensive administrative support within a busy IFA environment. This includes working across the full spectrum of financial planning - pensions, investments, protection, and general ongoing client servicing.Key RequirementsMinimum 5 years’ experience working within an IFA practice - broad exposure across all admin duties is essentialStrong understanding of how an IFA firm operatesStable career historyLocal to Cranleigh and able to work onsite full time initiallyLevel 4 Diploma not essential, but part-qualified would be advantageousSoftware experience in IO/Intelliflo/Intelligent Office is advantageous, however the firm is flexible and can train on systems as long as you understand the environment and processesWorking ArrangementsThis role is office-based to begin with.Hybrid working may be offered once capability and performance are proven.Salary & ProgressionUp to £35,000 for an exceptional candidate with extensive experienceGenuine long-ter



