IFA Administrator​/Wealth Planning Administrator

IFA Administrator/Wealth Planning Administrator

Location: Ipswich / East Anglia (Hybrid: 2 days WFH after probation)

Salary: £28,000 - £33,000 (depending on experience)

We're working with a forward-thinking, people-first wealth planning group, with the ambition to deliver next-generation financial planning
.

They are driven by strong values including authenticity, warmheartedness and integrity
, and demonstrate these values and genuine care to both their clients and their team.

They are also passionate about giving back
, raising significant funds for:

• Local community projects
• Financial education initiatives
• Local nature and environmental causes

• £28,000 - £33,000 salary (depending on experience)
• 25 days holiday + option to buy 5 more
• 2 days WFH after probation
• Full support with exams
• 1 paid community involvement day per year
• Free on-site parking
• Pod structure - work closely with up to 2 advisers and a paraplanner
• Supportive, friendly culture with genuine values
• Opportunities for development- including development into paraplanning through a trainee paraplanner programme
• Be part of a business that truly gives back and makes a difference

The company are currently working on a dedicated progression plan pathway, that will encourage internal progression from administration support through to Paraplanning.

As an IFA Administrator, you will be part of the Support Hub
, working in a pod-style team directly alongside up to two advisers and a dedicated paraplanner
.

You will play a key role in the advice process, ensuring everything runs smoothly behind the scenes and delivering excellent service to clients.

It's a collaborative, involved position with variety and responsibility.

• Prepare client meeting packs and documentation
• Process new business applications and follow up with providers
• Maintain and update client records in back-office systems
• Manage annual review administration
• Draft and send client correspondence and updates
• Liaise with product providers for policy information
• Ensure compliance requirements are met
• Support advisers and paraplanner to deliver a seamless client journey

• Experience in IFA / wealth management administration
• Strong organisational skills and attention to detail
• Confident communicator (written & verbal)
• Ability to manage your own workload
• Team player who enjoys working closely with others