IFA Administrator / Wealth Planning Administrator Guildford Up to £35,000 a year Hybrid working options Free on site parking Looking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development? About the Company: Our client is a well-respected, wealth planning company with a strong reputation for delivering exceptional service to their clients. As part of this team, you ll collaborate with experienced professionals, gaining exposure to technical financial cases and playing a key role in delivering high-quality client service. We re working with a highly successful, independent wealth planning company in Guildford that s seeking an experienced IFA Administrator / Wealth Planning Administrator to join their dedicated, close-knit team. This is an excellent opportunity to become part of a company that truly values teamwork, offers mentorship, and provides full support for exam progression and a route through to paraplanning should you wish to pursue it. Key Responsibilities: Proactively preparing for client meetings, ensuring all materials and reports are ready Coordinating with Advisers to provide outstanding service to clients Organising annual reviews for clients and scheduling these into the Advisers'' diaries Processing new business and handling client documentation Managing the Advisers'' inbox and keeping everything running smoothly Additional Benefits: Competitive salary up to £35,000 ..... full job details .....