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