Ifa Administrator

5 days ago

Bury St Edmunds, United Kingdom Eden Rose Full time

Office-Based IFA Administrator – Bury St Edmunds
Salary: Competitive (dependent on experience)
Working Pattern: Fully office based

A well-established financial planning firm in Bury St Edmunds is seeking an enthusiastic IFA Administrator to join their growing team. This is an excellent opportunity for someone who wants to build a long-term career within financial services and progress into more advanced support or technical roles over time.

About the Role:
You’ll be responsible for providing high-quality administrative support to the advisers and paraplanners, ensuring smooth delivery of client service across the business. The firm is looking for someone proactive, organised and confident working in a fast-paced environment.

Key Responsibilities:

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Supporting advisers with end-to-end administrative tasks

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Preparing and processing client documentation and applications

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Liaising with providers to obtain information and update policies

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Maintaining accurate client records and back-office data

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Assisting with meeting preparation and follow-up tasks

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Ensuring all compliance requirements and internal processes are followed

What They’re Looking For:

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Previous experience in financial services admin (ideally IFA/wealth management, but open to strong wider FS backgrounds)

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Excellent organisational skills and attention to detail

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Confident communicator, able to work well with clients, advisers and providers

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Someone keen to learn, develop and take advantage of the progression available

What’s on Offer:

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A supportive team environment

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Clear progression opportunities as the business continues to grow

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Full office-based role with strong day-to-day collaboration

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Competitive salary and benefits package

This role is perfect for someone who enjoys admin but is ambitious about their future and wants a firm that will invest in their development. If you’re based near Bury St Edmunds and looking for your next step, this could be a fantastic fit

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