Senior Financial Services Administrator

Description

Senior IFA Administrator

Location: Ipswich

Salary: £30,000 – £35,000 DOE - Full-time, Hybrid

About the role

We’re delighted to be working with a highly regarded independent financial advice firm who are looking to welcome a Senior IFA Administrator into their close-knit support team in Ipswich.

This is a fantastic opportunity to join a respected, people-first business that has built a strong reputation for providing bespoke financial planning and wealth management services across the UK. With around 20 staff, the business offers the best of both worlds: big enough to provide stability and opportunity, but small enough to make decisions quickly without the corporate feel.

If you’re an experienced financial services administrator who thrives in a supportive, collaborative environment and is looking for a role with genuine progression opportunities, we’d love to hear from you!

What you’ll be doing

Preparing and processing business for new and existing clients

Supporting paraplanners and IFAs with day-to-day administration

Maintaining client records on the back-office system (Intelliflo Office)

Handling client and provider queries via phone and email

Liaising with product providers to gather policy information

Ensuring client files are compliant with FCA regulations

Assisting with suitability report writing and other technical admin tasks

What we’re looking for

2+ years’ experience in financial services administration (IFA/Wealth Management background essential)

Strong knowledge of report writing and ideally some experience with suitability reports

GCSE Maths & English (C or above) or equivalent

Confident communication skills and strong attention to detail

Proactive, team player who enjoys getting stuck in and supporting colleagues

Experience with Intelliflo Office and provider platforms is desirable

Progress towards industry exams (CII) would be a bonus – or willingness to study (full support provided)What’s in it for you

£30,000 – £35,000 (depending on experience – flexibility for the right person)

Hybrid working – typically 3 days in the office (after probation)

25 days annual leave + bank holidays (increasing with service)

Pension scheme – salary sacrifice available (6% employer / 4% employee)

Private Medical Insurance (Bupa) after 3 months

Income protection after 6 months

Annual bonus pot shared across the team

Funded exams & CII membership + 13 half-days for study leave

Opportunities to progress into management, compliance, or other areas of the business

Social events throughout the year – be part of a friendly, close-knit team who really support each other

Ad ID: 5417041085