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