IFA Administrator

Time Appointments; Ipswich; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading independent financial advisory in Ipswich is seeking a Senior Financial Services Administrator. The role includes drafting suitability reports and supporting Financial Advisors with technical administration. Candidates must have proven experience in financial services, excellent communication skills, and a strong grasp of investments and pensions. This position offers a competitive salary and opportunities for further qualifications and professional development.

Qualifications

• Proven experience in a relevant role and exposure to Financial Advisors.
• Strong understanding of investments, pensions, and protection.
• Excellent communication skills are essential.

Responsibilities

• Draft suitability reports.
• Research portfolios and funds, monitor market trends.
• Ensure proper completion of documentation.

Skills

Proven experience as a Financial Services Administrator

Considerable knowledge of investments, pensions, and protection

Immaculate communication skills

Excellent literacy and numeracy skills

Excellent organisational and planning skills

Job description

We are proud to be working on behalf of one of Ipswich’s leading Independent Financial Advisor’s, who are currently seeking to recruit an experienced Senior Financial Services Administrator.

The successful candidate will be rewarded with a competitive salary and the opportunity for further qualifications to develop their knowledge and understanding.

Skills & Experience Required

• Proven experience as a Financial Services Administrator, with exposure to supporting Financial Advisor’s in a technical administration capacity
• Considerable knowledge of investments, pensions, and protection / life cover
• Immaculate communication skills, written and verbal
• Excellent literacy and numeracy skills and the ability to draft letters and communicate complex matters with clients
• Excellent organisational and planning skills with the ability to prioritise workloads

Duties & Responsibilities

• Drafting suitability reports
• Researching portfolios and funds, keeping abreast of market movements, trends etc.
• Ensuring correct completion of all necessary documents
• Keeping up to date with legislation, taxation & trusts, regulation, technical, product and provider changes.
• Dealing with pension queries
• Providing effective and efficient support to Financial Advisors and senior staff
• Processing applications and servicing matters, communicating with providers, clients, and professional parties such as accountants and solicitors