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Permanent

IFA Administrator

Ipswich
money-bag 25000.00-25000.00 Annual
3085438616
Posted Today

IFA ADMINISTRATOR - IpswichLocation: IpswichSalary: £25,000 - £29,000 (negotiable depending on knowledge, skills, experience and qualifications)Hours: 37.5 hours per week, Monday - Friday 08:30 - 17:00 (1 hour lunch)We are currently working with a highly regarded and growing wealth management firm to recruit an experienced IFA Administrator to join their Ipswich office.This is an excellent opportunity for someone with at least two years'' experience within financial services administration who is looking to join a professional and supportive client services team.The RoleReporting to the Head of Client Services, you will provide dedicated administrative support to designated Financial Planners, helping them deliver holistic financial planning advice while ensuring all client servicing is handled accurately and efficiently.Key Responsibilities:Providing high-quality administrative support to Financial PlannersMaintaining accurate and up-to-date client records using iO systemsActing as a key point of contact for clients when Financial Planners are unavailableHandling enquiries, logging queries, and managing effective follow-upsLiaising with clients, introducers, and platform providersAssisting with the administration of more complex client casesThere is some flexibility around start and finish times, with occasional home working available following successful completion of induction and training.About YouMinimum two years'' experience in a client services support role within fin

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