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Permanent

Senior IFA Administrator/Office Manager

The Coast Partnership Ltd
Manningtree
money-bag £35000 Annual
Posted: 27 June 2026 (Today)
Closing date: 27 July 2026
Ref: 3128997781

A very well respected IFA Wealth Manager based in smart, professional offices in the Manningtree area are keen to appoint an experienced Senior IFA Support Administrator on a full time basis to assume greater responsibility as an Office manager.The duties will involveOffice ManagementPartially looking after the team and partially the smooth running of the offices.Technical Support:Prepare and compile financial planning reports, including templated suitability reports and technical research.Client Support:Assist two advisers with client queries and provide administrative support to ensure a seamless client journey.Compliance:Ensure all documentation and processes adhere to FCA regulations and internal compliance standards.Data Management:Update and maintain client records on an " in house" and other relevant systems.The role is available immediately. For full details, please apply in confidence. ..... full job details .....

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