Senior IFA Administrator

TIME Appointments Ltd; Ipswich; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading Independent Financial Advisor in Ipswich is looking for an experienced Senior Financial Services Administrator. The role offers a competitive salary and opportunities to gain further qualifications. Candidates should have proven experience in financial services administration, excellent communication skills, and a thorough understanding of investments and pensions. This position focuses on providing efficient support to financial advisors and handling various administrative duties.

Benefits

Competitive salary

Opportunities for further qualifications

Qualifications

• Proven experience in financial services administration, especially in a technical admin role.
• In-depth knowledge of financial products including pensions and life cover.
• Strong communication skills, both written and verbal.

Responsibilities

• Draft suitability reports for clients.
• Research and monitor investment portfolios and market trends.
• Ensure completion of necessary documentation and compliance.
• Handle pension queries effectively and efficiently.
• Support financial advisors and senior staff with administration tasks.

Skills

Proven experience as a Financial Services Administrator

Knowledge of investments, pensions, and protection/life cover

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