Ifa Administrator

Eden Rose; Bury St Edmunds; On-site; GBP 60,000 - 80,000; Full time

Job summary

A well-established financial planning firm is seeking an IFA Administrator in Bury St Edmunds. This office-based role involves providing high-quality administrative support, ensuring smooth delivery of client services. The ideal candidate has experience in financial services admin and is eager to learn and progress within the firm. A competitive salary and benefits package are on offer.

Benefits

Supportive team environment

Clear progression opportunities

Competitive salary and benefits package

Qualifications

• Previous experience in financial services admin, ideally IFA/wealth management.
• Excellent organisational skills and attention to detail.
• Confident communicator, able to work with clients and advisers.

Responsibilities

• Supporting advisers with end-to-end administrative tasks.
• Preparing and processing client documentation.
• Liaising with providers to obtain information.

Skills

Organisational skills

Attention to detail

Confident communication

Willingness to learn

Job 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 will 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.