IFA Administrator - Ipswich
Salary: £25,000 – £29,000 (negotiable depending on knowledge, skills, experience & qualifications)
Hours: 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 Role
Reporting 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:
1. Providing high-quality administrative support to Financial Planners
2. Maintaining accurate and up-to-date client records using iO systems
3. Acting as a key point of contact for clients when Financial Planners are unavailable
4. Handling enquiries, logging queries, and managing effective follow-ups
5. Liaising with clients, introducers, and platform providers
6. Assisting with the administration of more complex client cases
There is some flexibility around start and finish times, with occasional home working available following successful completion of induction and training.
About You
7. Minimum two years’ experience in a client services support role within financial services
8. Strong understanding of financial services administration processes
9. Excellent written and verbal communication skills
10. Highly organised with strong time management skills
11. Able to work independently and as part of a team
12. Strong interpersonal skills and relationship-building ability
13. Numerate with good problem-solving capability
14. Strong IT skills including Excel, Word, Outlook and PowerPoint
15. Experience using Intelliflo Office (advantageous)
What’s on Offer
16. Competitive salary
17. Excellent benefits package
18. Supportive, professional working environment
19. Genuine development pathways into more technical roles
If you are seeking your next opportunity in Ipswich within a respected wealth management firm, we would be pleased to hear from you.