IFA Administrator

Finlink Ltd

Posted a day ago, valid for 4 days

Ipswich, Suffolk IP6 0RD

£26,000 - £31,200 per annum

Full Time

Retirement Plan

Employee Assistance

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

The IFA Administrator position in Ipswich offers a hybrid working model with a salary of up to £35,000.
Candidates should have experience in administration duties within a financial advice business.
The role involves supporting paraplanners and advisors, managing client communications, and performing back office administration tasks.
The firm is a well-established financial planning business with strong career progression opportunities and a client-focused approach.
Benefits include a pension scheme, healthcare cash plan, and additional holiday options, with the role starting in Colchester and moving to Ipswich later.

IFA Administrator, Ipswich

Hybrid working

Salary up to £35,000

This role is for those who have experience carrying out administration duties within a financial advice business, who are looking for the next step in their career. You'll earn a competitive salary, with great benefits, and be working for a firm with proven progression paths.

The Business

The firm is a directly authorised, whole of market financial planning business that operates over the East Anglia area. They are part of a wider group that supports over 200 advisors nationwide. They have a strong brand name and have established themselves as a leading advisory business in the past few years. They put the client at the heart of what they do and take a very holistic approach to financial planning

The Role

You will be working as part of the central hub supporting paraplanners and advisors in their mission to provide a great service to their clients. You will be speaking with clients to keep them updated throughout the advice process, managing the LOA end to end process, arranging meetings for advisors and carrying out a range of back office administration duties.

Please note the firm is currently in the process of moving office, so the role will begin in their Colchester office, moving thereafter to the Ipswich office when ready.

Benefits

A salary range between £25,000 - £35,000
Hybrid working - two days a week at home after probation
22 days holiday, rising to 25 with length of service (+Bank Holidays)
Holiday purchase scheme, up to an additional five days
Pension scheme: Employer contribution of 3% with salary sacrifice for Employee contributions rising to 5% after two years' service
Life cover, 4x basic salary
Healthcare cash plan
Free mortgage advice
Employee assistance programme
Shopping discount platform

Applying

If this role sound of interest, then please click the apply button and we will be in touch as soon as possible.

Synonyms

Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator

Apply now in a few quick clicks

IFA Administrator

Financial Administrator to Paraplanner - Full-Time - Career Progression - Ipswich-£30,000-£35,000+..

Administrator

Paraplanner required, Established IFA firm , Remote option