Position : IFA Administrator Location: Guildford, Surrey (3 days per week working from home) Minimum Requirements : 2 years’ IFA administration experience; Strong platforms knowledge; Intelligent Office experience Salary/package: Up to £35,000 bonus 25 days' AL pension (6%, 6%) study support IP DIS career progression free parking YOUR NEW COMPANY: Our client is a market-leading, award-winning IFA firm based in Guildford, Surrey. Over the past 2 decades, the company's grown to become arguably Surrey's most successful and respected Independent Financial Advisory. The business' top priority is to put the client's interests first whilst ensuring a thriving working environment for its employees. THE ROLE: Reporting to the firm’s Head of Administration, the IFA Administrator's key duties will include: Producing and updating client portfolio reports through the back office system. Assisting in annual review preparations and working closely with paraplanners and advisers. Speaking to insurance companies and providers, obtaining information on clients’ plans. Assisting the team with business processing to include areas such as; implementing fund switches on client’s portfolios, setting up new investments and pensions for clients etc. General administration for the team. Updating and ensuring accuracy of the company database and computer based filing system. Point of contact internally for queries on our phone system and electronic filing system; Virtual Cabinet. REQUIREMENTS: Candidates interested in the IFA Administrator vacancy will have the following criteria: Minimum 2 years’ IFA administration experience Strong platforms knowledge Experience of using Intelligent Office REMUNERATION / PACKAGE: The package for the IFA Administrator role is as follows: Up to £35,000 salary (depending on experience) 25 days' annual leave Annual bonus Pension (6%, 6%) Study support Income Protection DIS 3 days per week working from home Free parking Pathway to become a Paraplanner and Financial Adviser Next steps: If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.