Senior IFA Administrator in Guildford - DG Partnership Ltd

Senior IFA Administrator – £36,000 - £42,000 depending on experience – Guildford

The Role

Are you an experienced IFA Administrator who thrives in a busy, detail-focused environment? Do you enjoy being the reliable support that helps financial planners deliver high-quality advice?

Price Ferguson Ltd is a well-established financial planning practice based in Guildford. Due to continued growth, we are looking for a Senior IFA Administrator to join our friendly, professional team.

This is a varied and rewarding position where you'll play a key part in supporting our Paraplanners and Financial Advisers. The role is fully office-based, Monday to Friday, 9am to 5pm.

You'll be involved in a mix of administration (60%), paraplanning (20%) and work quality checking (20%).

If you're ready to take the next step in your financial services career and want to be part of a growing and professional team, we would love to hear from you.

Key Responsibilities:

Administration

• Act as a main point of contact for clients, providing clear and proactive communication
• Maintain accurate client records and ensure back-office systems are up to date
• Prepare documents, valuations and reports for client meetings
• Process applications, transfers, policy changes, fund switches, and withdrawals
• Liaise with providers and third parties to manage requests efficiently

Paraplanning

• Draft detailed suitability reports across a range of advice areas
• Conduct product research and fund analysis as needed
• Ensure compliance documents and provider forms are completed and stored correctly
• Collaborate with advisers to gather client information

Work Quality Checking

• Review administration workflows to ensure processes are followed
• Carry out regular and spot checks on admin work
• Provide feedback and support to the Admin Manager

Company:

Price Ferguson Ltd has a long-standing reputation for providing tailored financial planning services. We pride ourselves on delivering trusted advice and building strong client relationships.

The Person

We are looking for someone who:

• Has at least 5 years of IFA administration experience
• Is Level 4 diploma qualified or working towards it
• Understands the financial planning sector, including pensions and investments
• Is confident using platforms and tools to produce illustrations
• Has strong attention to detail and excellent communication skills
• Has experience reviewing others' work and supporting team development
• Is confident using Intelligent Office or similar systems