Senior IFA Administrator/Office Manager

The Coast Partnership Ltd; Essex; On-site; GBP 30,000 - 40,000; Full time

Job summary

A reputable wealth management firm in Essex seeks an experienced Senior IFA Support Administrator for a full-time role. Responsibilities include overseeing office management, supporting financial reporting, and ensuring compliance with FCA regulations. Candidates should have prior experience in office administration and client support. This position is available immediately.

Qualifications

• Experience in office management and administrative support.
• Ability to prepare financial planning reports and technical research.
• Knowledge of FCA regulations and compliance standards.

Responsibilities

• Manage the office and support the team.
• Prepare and compile financial planning reports.
• Assist advisers with client queries.

Job description

A very well respected IFA Wealth Manager based in smart, professional offices in the Manningtree area are keen to appoint an experienced Senior IFA Support Administrator on a full time basis to assume greater responsibility as an Office manager.

Duties

• Office Management – Partially looking after the team and partially the smooth running of the offices.
• Technical Support – Prepare and compile financial planning reports, including templated suitability reports and technical research.
• Client Support – Assist two advisers with client queries and provide administrative support to ensure a seamless client journey.
• Compliance – Ensure all documentation and processes adhere to FCA regulations and internal compliance standards.
• Data Management – Update and maintain client records on an "in house" and other relevant systems.

The role is available immediately. For full details, please apply in confidence.