Full job descriptionIFA AdministratorLocation: Ipswich
Salary: £28,000 per annum
Job Type: Full-Time, Permanent
Working Arrangement: Office-Based
About the RoleAn excellent opportunity has arisen for an organised and detail-oriented IFA Administrator to join a well-established and growing financial planning practice based in Ipswich.
This role is ideal for an experienced administrator looking to build a long-term career within financial services. You will play a key role in supporting Financial Advisers, ensuring clients receive a professional and efficient service while maintaining high standards of administration and regulatory compliance.
Key Responsibilities*Provide comprehensive administrative support to Financial Advisers.
*Prepare and process client documentation accurately and efficiently.
*Maintain and update client records and databases.
*Schedule client meetings and manage adviser diaries.
*Liaise with clients, providers, and third parties regarding queries and documentation.
*Assist with new business processing and ongoing client servicing.
*Ensure all administration is completed in line with regulatory and compliance requirements.
*Support the smooth day-to-day operation of the advisory process.
About YouThe successful candidate will have:
*Previous administrative experience, ideally within financial services, wealth management, pensions, investments, or a professional services environment.
*Excellent organisational skills with the ability to prioritise a busy workload.
*Strong attention to detail and a high level of accuracy.
*Excellent communication and interpersonal skills.
*Confidence using Microsoft Office and other office-based systems.
*A proactive and professional approach to work.
*The ability to work both independently and as part of a team.
Experience within an Independent Financial Advice (IFA) environment would be advantageous but is not essential, as training can be provided for the right candidate.
What’s on Offer*Salary of £28,000 per annum.
*Opportunity to join a friendly and supportive team.
*Career development within a respected financial planning environment.
*Stable, long-term position with a growing business.
*Professional and collaborative working culture.
If you are an organised administrator with a keen eye for detail and an interest in financial services, we’d love to hear from you.