IFA Support

Part Time Senior IFA Support Guildford £30-35,000 (to be pro rata for part time) Extremely successful and well-established IFA practice offering outstanding advice to private wealth and corporate clients seeks an experienced IFA Administrator to work alongside the Director and Paraplanner on a part time basis (ideally 3 full days a week) Key Responsibilities include: Prepare and compile financial planning reports, including suitability reports and technical research. Assist advisers with client queries and provide administrative support to ensure a seamless client journey. Ensure all documentation and processes adhere to FCA regulations and internal compliance standards. Update and maintain client records on XPlan – and use this software for in-depth records and information that will be sent to clients Analyse client portfolios and make recommendations in line with their financial goals and objectives. Liaise with advisers, product providers, and other team members to support the advice process effectively. Assist in the development of workflows, templates, and systems to improve operational efficiency. Provide pre- and post-meeting support, including preparing packs and following up on action points. Skills & Knowledge required: Experience of a similar role within an IFA setting (3 years) An expert on Xplan Professional team player Strong communicator, able to liaise well at all levels and comfortable dealing with UHNW clients Additional Information: Office based, 3 days a week, 9-5.30pm (our client will consider somebody wanting shorter hours over four days) Salary: £30-35k (to be pro rata) One of the working days must be a Monday On site parking Beautiful offices, excellent facilities

Location: Guildford, Surrey, GB

Posted Date: 8/6/2025