Job Description
Senior IFA Administrator
Location: Ipswich
Salary: £30,000 – £35,000 DOE - Full-time, Hybrid
About the role
We’re delighted to be working with a highly regarded independent financial advice firm who are looking to welcome a Senior IFA Administrator into their close-knit support team in Ipswich.
This is a fantastic opportunity to join a respected, people-first business that has built a strong reputation for providing bespoke financial planning and wealth management services across the UK. With around 20 staff, the business offers the best of both worlds: big enough to provide stability and opportunity, but small enough to make decisions quickly without the corporate feel.
If you’re an experienced financial services administrator who thrives in a supportive, collaborative environment and is looking for a role with genuine progression opportunities, we’d love to hear from you!
What you’ll be doing
1. Preparing and processing business for new and existing clients
2. Supporting paraplanners and IFAs with day-to-day administration
3. Maintaining client records on the back-office system (Intelliflo Office)
4. Handling client and provider queries via phone and email
5. Liaising with product providers to ga...