Senior IFA Administrator

Switch Recruitment Services Ltd; Ipswich; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A reputable financial services provider in Ipswich is seeking an experienced IFA Administrator or Wealth Planning Administrator to provide administration and planning support to Financial Planners. The role requires strong technical knowledge of pensions and investments, along with excellent communication skills. A competitive salary and flexible working arrangements are offered.

Benefits

Competitive salary

Benefits and bonus package

Flexible working arrangements

Qualifications

• Experience in wealth management or financial services administration is essential.
• Professional qualifications are desirable but not mandatory.
• Candidates should possess excellent verbal and written communication skills.

Responsibilities

• Providing administration and planning support to Financial Planners.
• Undertaking client valuations and preparing documentation for reviews.
• Liaising with insurers and providers for new business quotations.

Skills

Technical knowledge of pensions

Technical knowledge of investments

Strong communication skills

Ability to manage multiple tasks

Education

Professional qualifications in financial services

Job description

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Job Opportunity: IFA Administrator / Wealth Planning Administrator

Our client is a highly reputable provider of financial advisory services to private clients and corporate organizations. Due to sustained growth, they are seeking an experienced and competent IFA Administrator or Wealth Planning Administrator to join their team.

Responsibilities:

1. Providing administration and planning support to Financial Planners and delivering professional service to new and existing clients.
2. Undertaking client valuations and preparing documentation ahead of client reviews.
3. Liaising with insurers and providers for new business quotations and updating software accordingly.
4. Ensuring all client records are maintained accurately and all relevant checks are completed.

Candidate Requirements:

Experience in wealth management or financial services administration is essential. Professional qualifications are desirable but not mandatory. Candidates should possess strong technical knowledge of pensions, investments, and protection, along with excellent verbal and written communication skills. Ability to manage multiple tasks efficiently is also required.

What We Offer:

A competitive salary, benefits, and bonus package, with flexible working arrangements including home, office, or hybrid options.