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 to detail
*Confident communicator, able to work well with clients, advisers and providers
*Someone keen to learn, develop and take advantage of the progression available
What’s on Offer:
*A supportive team environment
*Clear progression opportunities as the business continues to grow
*Full office-based role with strong day-to-day collaboration
*Competitive salary and benefits package
This role is perfect for someone who enjoys admin but is ambitious about their future and wants a firm that will invest in their development. If you’re based near Bury St Edmunds and looking for your next step, this could be a fantastic fit.