IFA Administrator

IFA ADMINISTRATOR - Ipswich Location: Ipswich Salary: £33,000 (negotiable depending on knowledge, skills, experience and qualifications) Hours: 37.5 hours per week, Monday - Friday 08:30 - 17:00 (1 hour lunch) We are currently working with a highly regarded and growing wealth management firm to recruit an experienced IFA Administrator to join their Ipswich office. This is an excellent opportunity for someone with at least two years'' experience within financial services administration who is looking to join a professional and supportive client services team. The Role Reporting to the Head of Client Services, you will provide dedicated administrative support to designated Financial Planners, helping them deliver holistic financial planning advice while ensuring all client servicing is handled accurately and efficiently. Key Responsibilities: Providing high-quality administrative support to Financial Planners Maintaining accurate and up-to-date client records using iO systems Acting as a key point of contact for clients when Financial Planners are unavailable Handling enquiries, logging queries, and managing effective follow-ups Liaising with clients, introducers, and platform providers Assisting with the administration of more complex client cases There is some flexibility around start and finish times, with occasional home working available following successful completion of induction and training. About You Minimum two years'' experience in a client services support ..... full job details .....