Wealth Managment Administrator

Our client is a well-respected national firm of independent financial advisers, currently recruiting an IFA Administrator for their Ipswich offices.

The successful candidate will act as the point of contact for client queries regarding pensions and investments, liaise with product providers, and cover all aspects of general office administration.

• Assisting with reviews and customer requests, acting as a point of contact for clients to handle day-to-day queries
• Screening phone calls, inquiries, and requests, and addressing them where appropriate
• Preparation of client review packs
• Handling illustration requests
• Providing back-office support
• Ensuring all financial planning client administration is carried out according to the firm’s procedures
• Maintaining client records on the company software, ensuring files are well-presented, accurate, and compliant
• Keeping up-to-date with financial products and legislation
• Ensuring compliance with all company and industry guidelines, rules, and regulations

• Previous experience working in a Financial Advice firm is advantageous
• Reliable with the ability to manage and prioritize workloads effectively
• Motivated, friendly, and professional at all times
• Outstanding communication skills at all levels
• Ability to produce business correspondence and proofread with high accuracy for grammar, spelling, and punctuation
• Strong analytical and problem-solving skills
• Experience working as part of a team
• Flexibility and adaptability to cope with change
• Confident with IT and office software packages such as Word, Excel, and Power Point

We welcome driven and suitable candidates to apply—please submit your CV for consideration. We look forward to hearing from you.