Senior IFA Administrator Location: Guildford Salary: 38,000- 42,000 DOE Permanent Role working Monday - Friday We are seeking a Senior IFA Administrator to support our clients growing team. This is a key role within the business, combining core administration with paraplanning support and work-quality checking. You will be responsible for ensuring the smooth and efficient progression of client cases, maintaining accurate records, and acting as a reliable point of contact for both clients and providers. Key ResponsibilitiesAct as a main client contact, maintaining accurate records and preparing meeting documentsProcess applications, transfers, policy changes, fund switches and withdrawalsLiaise with providers and manage client servicing requestsDraft suitability reports and conduct product and fund researchEnsure compliance documentation is completed and filed correctlyReview admin workflows, carry out spot checks and support quality standardsAbout YouStrong knowledge of pensions, investments and financial planning processesExcellent attention to detail and communication skillsConfident using Intelligent Office or similar systemsExperience reviewing others'' work is an advantage Refer a friend and earn a retail voucher worth up to 500!Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.By applying for this ..... full job details .....