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Senior IFA Administrator - Hybrid Working

Brevere Group
Posted 6 days ago, valid for 17 days
Location

Ipswich, Suffolk IP15BH, England

Salary

£35,000 - £42,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for a Senior IFA Administrator in Ipswich, offering hybrid working arrangements.
  • Candidates should have relevant experience within an IFA environment and a good working knowledge of Microsoft Office & Outlook.
  • The role involves processing new business, maintaining client records, and preparing documentation for client reviews.
  • A competitive salary package is offered, although the exact amount is not specified in the job description.
  • The company is looking for someone who can manage their own workload and contribute to a forward-thinking team.

Are you an experienced financial planning administrator, looking for a Senior IFA Administrator in Ipswich with hybrid working?

Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.

Duties for this role will include:

  • Processing new business including fund switches, pension transfers, top ups and income payments.
  • Keeping client records up to date.
  • Booking annual review meetings
  • Preparing letters of authority
  • Preparing meeting packs for client reviews.
  • Sutability reports
  • Onboarding new clients, setting up records and completing GDPR & AML requirements.
  • Dealing with client queries

The candidate:

  • Good working knowledge of Microsoft Office & Outlook
  • Relevant experience within an IFA environment
  • Experience with Curo would be good
  • Able to manage their own workload

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

Hybrid working can be offered with this role from the start, in the office 3 days per week.

By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.