Senior IFA Administrator

Our client is a whole-of-market financial planning practice based in Surrey, with an established team of advisers, paraplanners and support staff. They provide high-quality financial planning to a private client base that includes City professionals, families, business owners, retirees and HNW individuals, many of whom hold investable assets of £250,000 to £5 million.They have a strong reputation built over many years and a team culture that is professional, collaborative and supportive. This is a busy practice with a friendly working environment.The RoleThey are looking for an experienced IFA Administrator to join the team and work closely with the Managing Director and a second adviser, supporting approximately 120 client households. This is a senior administration role and the primary focus is end-to-end client and investment administration, carried out to a high standard with minimal supervision.You will be supported by a junior administrator and will work alongside a paraplanner. Over time, and for the right candidate, there is scope to develop into a paraplanning function or management, though this is not a requirement of the role and a long-term career administrator pathway is equally valued.Key ResponsibilitiesEnd-to-end client administration: new business, onboarding, annual reviews, and ongoing client servicing.Processing trades, withdrawals, and investment instructions on platforms including AJ Bell, Aviva, and Transact.Overseeing Letters of Authority (LOAs) and ..... full job details .....