Senior IFA Administrator/Office Manager

The Coast Partnership Ltd; Tendring; On-site; GBP 80,000 - 100,000; Full time

Job summary

A prestigious wealth management firm in Tendring is seeking an experienced Senior IFA Support Administrator to manage office operations, provide technical and client support, and ensure compliance with regulatory standards. This full-time role offers the opportunity to work closely with advisers and be instrumental in maintaining seamless client journeys. The position is available immediately for candidates with relevant experience and strong organizational skills.

Qualifications

• Experience as an IFA Support Administrator or similar role.
• Understanding of FCA regulations and compliance standards.
• Strong organizational skills for office management.

Responsibilities

• Manage office operations and support the team.
• Prepare financial planning and suitability reports.
• Assist advisers with client queries and maintain records.

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.

The duties will involve

• 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.