Senior IFA Administrator / Wealth Planning Administrator Based Guildford Salary £30,000 - £35,000 depending upon experience Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge? Then we have the role for you… The role/company Our client is a boutique, independent wealth planning company based in Guildford They are now looking for an experienced Senior IFA Administrator / Wealth Planning Administrator to join their team. Key responsibilities of the role:- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made Liaising with the financial advisers as appropriate Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork Making sure all relevant documentation held within a client file is compliant Back office maintenance using XPLAN Who this role would suit…. · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.