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Senior Financial Services Administrator
Job Posted: an hour ago
Salary: £ 30,000 - 35,000 / Annum
Job Type: Permanent
Location: Ipswich
Expire in: a month
Job Description
Senior IFA Administrator
Location: Ipswich
Salary: £30,000 – £35,000 DOE - Full-time, Hybrid
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
What we’re looking for
2+ years’ experience in financial services administration (IFA/Wealth Management background essential)
Strong knowledge of report writing and ideally some experience with suitability reports
GCSE Maths & English (C or above) or equivalent
Confident communication skills and strong attention to detail
Proactive, team player who enjoys getting stuck in and supporting colleagues
Experience with Intelliflo Office and provider platforms is desirable
Progress towards industry exams (CII) would be a bonus – or willingness to study (full support provided)What’s in it for you
£30,000 – £35,000 (depending on experience – flexibility for the right person)
Hybrid working – typically 3 days in the office (after probation)
25 days annual leave + bank holidays (increasing with service)
Pension scheme – salary sacrifice available (6% employer / 4% employee)
Private Medical Insurance (Bupa) after 3 months
Income protection after 6 months
Annual bonus pot shared across the team
Funded exams & CII membership + 13 half-days for study leave
Opportunities to progress into management, compliance, or other areas of the business
Social events throughout the year – be part of a friendly, close-knit team who really support each otherBefore You Apply
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