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Ifa administrator

Bury
Permanent
Eden Rose
Ifa administrator
Posted: 26 November
Offer description

Office-Based IFA Administrator – Bury St Edmunds Salary: Competitive (dependent on experience) Working Pattern: Fully office based A well-established financial planning firm in Bury St Edmunds is seeking an enthusiastic IFA Administrator to join their growing team. This is an excellent opportunity for someone who wants to build a long-term career within financial services and progress into more advanced support or technical roles over time. About the Role: You’ll be responsible for providing high-quality administrative support to the advisers and paraplanners, ensuring smooth delivery of client service across the business. The firm is looking for someone proactive, organised and confident working in a fast-paced environment. Key Responsibilities: * Supporting advisers with end-to-end administrative tasks * Preparing and processing client documentation and applications * Liaising with providers to obtain information and update policies * Maintaining accurate client records and back-office data * Assisting with meeting preparation and follow-up tasks * Ensuring all compliance requirements and internal processes are followed What They’re Looking For: * Previous experience in financial services admin (ideally IFA/wealth management, but open to strong wider FS backgrounds) * Excellent organisational skills and attention...

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