Senior IFA Administrator

Switch Recruitment Services Ltd; Ipswich; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A financial advisory service provider in Ipswich is seeking an experienced IFA Administrator or Wealth Planning Administrator to join its growing team. This role involves providing administrative support to Financial Planners, liaising with insurers for quotations, and maintaining client records. Ideal candidates should have experience in financial services and possess strong technical knowledge of pensions and investments. The company offers a competitive salary, benefits, and flexible working arrangements.

Benefits

Competitive basic salary

Benefits and bonus package

Flexibility around home/office working

Qualifications

• Experience of working within wealth management or financial services administration.
• Strong technical knowledge of pensions, investments, and protection.
• Good verbal and written communication skills.

Responsibilities

• Providing administration and planning support to Financial Planners.
• Undertake client valuations and prepare documentation ahead of client reviews.
• Liaising with insurers and providers for new business quotations.

Skills

Experience in financial services administration

Strong technical knowledge of pensions

Good verbal communication skills

Ability to manage multiple tasks

Job description

Overview

Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. They are currently seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their growing team.

Responsibilities

• Providing administration and planning support to Financial Planners and a professional service to new and existing clients
• Undertake client valuations and preparing documentation ahead of client reviews
• Liaising with insurers / providers for new business quotations and updating software accordingly
• Ensuring all client records are kept up to stand and all relevant checks etc are completed

Requirements / Qualifications

Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks.

What is on offer

In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus flexibility around home / office / hybrid working.