Senior IFA Administrator Position

3 weeks ago


Colchester, Essex, United Kingdom Financial Divisions Full time

A career opportunity has arisen for a Part Time Senior IFA Financial Administrator with 3 years- 5 years+ IFA Admin experience to join Financial Divisions, an established firm of Financial Planners based in Colchester.

The successful candidate will be well-versed on end-to-end admin in a wealth planning firm, including drafting LOA's, LOV's, creating meeting packs, answering client queries, speaking to providers and other stakeholders, and updating the internal CRM.

This is a secure and rewarding role that offers a competitive salary of £30,000 - £35,000, with the opportunity to work in a hybrid or remote capacity. The Director is open to allocating the Managing Director to support and administer on their behalf, providing end-to-end administrative support.

This role is ideal for an experienced Financial Administrator looking for a new challenge and the opportunity to work with a reputable firm in the Essex market.



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