Senior IFA Administrator

A well-established financial planning firm based in Horsham is looking to recruit an experienced IFA Administrator to provide dedicated one-to-one support to a Financial Adviser. This is an excellent opportunity for an organised and technically capable administrator who enjoys being actively involved in the financial planning process and working on complex client cases.

Unlike a traditional administration role, you will work closely with a single adviser throughout the entire client journey, supporting the delivery of high-quality, compliant financial planning advice. You’ll be involved in technical research, preparing suitability reports, analysing recommendations, and ensuring every aspect of the advice process runs smoothly.

The Role

As the dedicated support to a Financial Adviser, you will play a key role in delivering tailored financial planning solutions for clients. Working collaboratively, you’ll ensure recommendations are technically accurate, compliant, a...